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Wolf Group Capital Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Wolf Group Capital Advisors’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
2022
Q1 		– Sell
-2,903
Closed -$209K – 129
2021
Q4 		$209K Buy
+2,903
New +$210K 0.03% 145

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Wolf Group Capital Advisors's ILTB Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2022, closing a stake of 2,903 shares — an estimated $209K sold.

Wolf Group Capital Advisors first reported a position in ILTB in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2022.

  • Wolf Group Capital Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 2,903 iShares Core 10+ Year USD Bond ETF shares in Q1 2022, an estimated $209K.
  • Wolf Group Capital Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Wolf Group Capital Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $209K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.