Sunbelt Securities, Inc. Ishares Core 10+ Year Usd Bond Transaction History

Sunbelt Securities, Inc.

$897 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$44.52 - $53.18 $66,690 - $79,663	1,498 New	1,498 $78,000
Q2 2023 Aug 15, 2023	BUY	$51.07 - $54.42 $561 - $598	11 Added 3.77%	303 $15,000
Q1 2023 May 17, 2023	BUY	$50.74 - $55.23 $14,816 - $16,127	292 New	292 $15,000
Q2 2022 Oct 03, 2022	SELL	$53.66 - $64.11 $200,527 - $239,579	-3,737 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$62.53 - $70.85 $31,952 - $36,204	-511 Reduced 12.03%	3,737 $239,000
Q4 2021 Feb 14, 2022	BUY	$70.38 - $74.03 $56,304 - $59,224	800 Added 23.2%	4,248 $284,000
Q2 2021 Jul 29, 2021	SELL	$68.54 - $72.58 $115,147 - $121,934	-1,680 Reduced 32.76%	3,448 $253,000
Q1 2021 May 27, 2021	BUY	$67.52 - $76.0 $346,242 - $389,728	5,128 New	5,128 $352,000

Others Institutions Holding ILTB

# of Institutions

95

Shares Held

7.94M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$68.6 Million
0.01% of portfolio
Ae Wealth Management LLC

933K
Shares

$46.5 Million
0.51% of portfolio
International Assets Investment Management, LLC Orlando, FL

793K
Shares

$39.5 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

781K
Shares

$38.9 Million
0.01% of portfolio
Schroder Investment Management Group London, X0

567K
Shares

$28.3 Million
0.03% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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