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Concourse Financial Group Securities’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Concourse Financial Group Securities’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
2024
Q4 		– Sell
-2
Closed -$101 – 2295
2024
Q3 		$106 Buy
+2
New +$104 ﹤0.01% 2200
2018
Q4 		– Sell
-145
Closed -$8.41K – 2170
2018
Q3 		$9K Buy
+145
New +$8.72K ﹤0.01% 1149

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 $21.5B AUM 26.98% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Concourse Financial Group Securities's ILTB Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2024, closing a stake of 2 shares — an estimated $101 sold.

Concourse Financial Group Securities first reported a position in ILTB in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2 iShares Core 10+ Year USD Bond ETF shares in Q4 2024, an estimated $101.
  • Concourse Financial Group Securities first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2018 and held it in 2 quarters.
  • Concourse Financial Group Securities's iShares Core 10+ Year USD Bond ETF position peaked at $9K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.