AWS
ILTB icon

Atria Wealth Solutions’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-84,679
Closed -$4.23M – 1689
2025
Q1 		$4.23M Sell
84,679
-6,220
-7% -$307K 0.05% 391
2024
Q4 		$4.42M Sell
90,899
-411
-0.5% -$20.8K 0.05% 389
2024
Q3 		$4.86M Sell
91,310
-914
-1% -$47.5K 0.05% 359
2024
Q2 		$4.58M Buy
92,224
+4,541
+5% +$225K 0.05% 359
2024
Q1 		$4.48M Sell
87,683
-179
-0.2% -$9.11K 0.05% 370
2023
Q4 		$4.62M Buy
87,862
+7,845
+10% +$379K 0.06% 339
2023
Q3 		$3.78M Sell
80,017
-18,060
-18% -$905K 0.05% 364
2023
Q2 		$5.16M Sell
98,077
-6,417
-6% -$338K 0.07% 274
2023
Q1 		$5.61M Buy
104,494
+19,950
+24% +$1.06M 0.08% 240
2022
Q4 		$4.31M Buy
+84,544
New +$4.28M 0.07% 280

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Atria Wealth Solutions's ILTB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2025, closing a stake of 84,679 shares — an estimated $4.23M sold.

Atria Wealth Solutions first reported a position in ILTB in Q4 2022 and held it in 10 quarters. The position peaked at $5.61M in Q1 2023. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 84,679 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $4.23M.
  • Atria Wealth Solutions first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's iShares Core 10+ Year USD Bond ETF position peaked at $5.61M in Q1 2023.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.