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Concurrent Investment Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Concurrent Investment Advisors’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
-4,654
Closed -$233K – 1434
2025
Q1 		$233K Buy
+4,654
New +$230K 0.01% 1058

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

Concurrent Investment Advisors's ILTB Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2025, closing a stake of 4,654 shares — an estimated $233K sold.

Concurrent Investment Advisors first reported a position in ILTB in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,654 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $233K.
  • Concurrent Investment Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $233K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.