Peak Financial Management, Inc. Ishares Core 10+ Year Usd Bond Transaction History

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Peak Financial Management, Inc. holds 171,360 shares of ILTB stock, worth $8.35 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
171,360
Previous 169,113 1.33%
Holding current value
$8.35 Million
Previous $9.01 Million 7.46%
% of portfolio
2.52%
Previous 2.68%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$48.5 - $53.31 $108,979 - $119,787
2,247 Added 1.33%
171,360 $8.34 Million
Q3 2024

Oct 15, 2024
BUY
$48.89 - $54.14 $279,650 - $309,680
5,720 Added 3.5%
169,113 $9.01 Million
Q2 2024

Jul 22, 2024
BUY
$48.11 - $50.91 $41,374 - $43,782
860 Added 0.53%
163,393 $8.12 Million
Q1 2024

Apr 22, 2024
BUY
$49.79 - $52.38 $200,006 - $210,410
4,017 Added 2.53%
162,533 $8.31 Million
Q4 2023

Jan 18, 2024
SELL
$44.52 - $53.18 $686,587 - $820,141
-15,422 Reduced 8.87%
158,516 $8.33 Million
Q3 2023

Oct 24, 2023
BUY
$47.23 - $52.75 $387,711 - $433,024
8,209 Added 4.95%
173,938 $8.22 Million
Q2 2023

Jul 26, 2023
BUY
$51.07 - $54.42 $132,526 - $141,219
2,595 Added 1.59%
165,729 $8.72 Million
Q1 2023

Apr 24, 2023
BUY
$50.74 - $55.23 $317,987 - $346,126
6,267 Added 4.0%
163,134 $8.77 Million
Q4 2022

Jan 27, 2023
BUY
$46.91 - $54.59 $7.36 Million - $8.56 Million
156,867 New
156,867 $7.99 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-64,578 Closed
0 $0
Q1 2018

May 08, 2018
SELL
N/A
-86,806 Reduced 57.34%
64,578 $3.99 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-26,796 Reduced 15.04%
151,384 $9.81 Million
Q3 2017

Oct 30, 2017
SELL
N/A
-54,967 Reduced 23.58%
178,180 $11.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
233,147
233,147 $14.8 Million

Others Institutions Holding ILTB

# of Institutions
98
Shares Held
6.38M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE 10+ YEAR USD BOND

ILTB Quotes by TradingView
  • Ticker ILTB
  • Sector ETFs
  • Industry ETFs
More about ILTB
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email