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iShares 10+ Year Govt/Credit Bond Fund shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of iShares 10+ Year Govt/Credit Bond Fund (ILTB) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in iShares 10+ Year Govt/Credit Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares 10+ Year Govt/Credit Bond Fund held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares 10+ Year Govt/Credit Bond Fund by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 59k 49.99
2023-12-31 $2.9M 58k 51.07
2023-09-30 $2.6M 54k 48.14

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding iShares 10+ Year Govt/Credit Bond Fund

AE Wealth Management
Wells Fargo & Company
Hilltop Partners
Focus Financial Network
Stableford Capital Ii
Peak Financial Management
Verde Capital Management
Raymond James Financial Services Advisors
Focus Financial Network
Advisor Group Holdings
Charles Schwab Investment Management
Atria Wealth Solutions
Safeguard Investment Advisory Group
Rooted Wealth Advisors
Mutual Advisors

View all funds holding iShares 10+ Year Govt/Credit Bond Fund