Global Financial Private Client, LLC Ishares Core 10+ Year Usd Bond Transaction History

Global Financial Private Client, LLC

$267 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 May 15, 2024	SELL	$47.23 - $52.75 $3,306 - $3,692	-70 Closed	0 $0
Q4 2022 May 15, 2024	SELL	$46.91 - $54.59 $43,391 - $50,495	-925 Reduced 92.96%	70 $3.57 Million
Q3 2022 May 15, 2024	SELL	$49.52 - $58.2 $3,466 - $4,074	-70 Reduced 6.57%	995 $50.6 Million
Q2 2022 May 15, 2024	SELL	$53.66 - $64.11 $510,521 - $609,942	-9,514 Reduced 89.93%	1,065 $59.7 Million
Q1 2022 May 15, 2024	BUY	$62.53 - $70.85 $9,316 - $10,556	149 Added 1.43%	10,579 $678 Million
Q4 2021 May 15, 2024	SELL	$70.38 - $74.03 $42,931 - $45,158	-610 Reduced 5.53%	10,430 $752 Million
Q3 2021 May 15, 2024	SELL	$71.58 - $74.49 $23,979 - $24,954	-335 Reduced 2.95%	11,040 $795 Million
Q2 2021 May 15, 2024	BUY	$68.54 - $72.58 $779,642 - $825,597	11,375 New	11,375 $820 Million

Others Institutions Holding ILTB

# of Institutions

106

Shares Held

7.06M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.08M
Shares

$102 Million
0.01% of portfolio
Ae Wealth Management LLC

1.01M
Shares

$49.6 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

698K
Shares

$34.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

235K
Shares

$11.6 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

233K
Shares

$11.5 Million
0.45% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

Ticker ILTB
Sector ETFs
Industry ETFs

More about ILTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.