WealthSource Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

WealthSource Partners’s Portfolio ILTB Stock Details ILTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,913	Closed	-$352K	–	498
2022 Q4	$352K	Buy	+6,913	New	+$350K	0.02%	368
2022 Q1	–	Sell	-12,292	Closed	-$887K	–	595
2021 Q4	$887K	Sell	12,292 -5,345	-30%	-$386K	0.07%	204
2021 Q3	$1.26M	Sell	17,637 -7,317	-29%	-$537K	0.11%	143
2021 Q2	$1.8M	Sell	24,954 -9,212	-27%	-$646K	0.16%	103
2021 Q1	$2.34M	Buy	34,166 +31,024	+987%	+$2.22M	0.23%	68
2020 Q4	$240K	Buy	+3,142	New	+$237K	0.03%	328
2019 Q4	–	Sell	-6,862	Closed	-$476K	–	434
2019 Q3	$476K	Buy	+6,862	New	+$467K	0.07%	250

Other funds holding ILTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

SIAG

Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners's ILTB Position: Q1 2023 in Review

WealthSource Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2023, closing a stake of 6,913 shares — an estimated $352K sold.

WealthSource Partners first reported a position in ILTB in Q3 2019 and held it in 7 quarters. The position peaked at $2.34M in Q1 2021. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2023.

WealthSource Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
WealthSource Partners sold 6,913 iShares Core 10+ Year USD Bond ETF shares in Q1 2023, an estimated $352K.
WealthSource Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and held it in 7 quarters.
WealthSource Partners's iShares Core 10+ Year USD Bond ETF position peaked at $2.34M in Q1 2021.
69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2023.

Based on WealthSource Partners's 13F filing for Q1 2023, filed 15 May 2023.