Envestnet Portfolio Solutions
ILTB icon

Envestnet Portfolio Solutions’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Envestnet Portfolio 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
2026
Q1 		– Sell
-9,232
Closed -$459K – 1394
2025
Q4 		$459K Buy
+9,232
New +$466K ﹤0.01% 1098
2025
Q2 		– Sell
-4,884
Closed -$244K – 1594
2025
Q1 		$244K Sell
4,884
-10,299
-68% -$508K ﹤0.01% 1394
2024
Q4 		$739K Buy
15,183
+8,462
+126% +$428K ﹤0.01% 1052
2024
Q3 		$358K Sell
6,721
-5
-0.1% -$260 ﹤0.01% 1358
2024
Q2 		$334K Buy
6,726
+579
+9% +$28.7K ﹤0.01% 1322
2024
Q1 		$314K Sell
6,147
-7,863
-56% -$400K ﹤0.01% 1329
2023
Q4 		$737K Buy
14,010
+6,195
+79% +$299K ﹤0.01% 894
2023
Q3 		$369K Buy
+7,815
New +$392K ﹤0.01% 1123

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $237M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's ILTB Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2026, closing a stake of 9,232 shares — an estimated $459K sold.

Envestnet Portfolio Solutions first reported a position in ILTB in Q3 2023 and held it in 8 quarters. The position peaked at $739K in Q4 2024. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,232 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $459K.
  • Envestnet Portfolio Solutions first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's iShares Core 10+ Year USD Bond ETF position peaked at $739K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.