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Founders Financial Alliance’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Founders Financial Alliance’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
Q1 		– Sell
-33
Closed -$1.6K – 632
2024
Q4 		$1.6K Hold
33
– – ﹤0.01% 563
2024
Q3 		$1.76K Hold
33
– – ﹤0.01% 570
2024
Q2 		$1.64K Hold
33
– – ﹤0.01% 540
2024
Q1 		$1.69K Hold
33
– – ﹤0.01% 540
2023
Q4 		$1.74K Hold
33
– – ﹤0.01% 478
2023
Q3 		$1.56K Hold
33
– – ﹤0.01% 462
2023
Q2 		$1.74K Hold
33
– – ﹤0.01% 494
2023
Q1 		$1.77K Hold
33
– – ﹤0.01% 441
2022
Q4 		$1.68K Hold
33
– – ﹤0.01% 469
2022
Q3 		$2K Hold
33
– – ﹤0.01% 459
2022
Q2 		$2K Hold
33
– – ﹤0.01% 481
2022
Q1 		$2K Hold
33
– – ﹤0.01% 428
2021
Q4 		$2K Hold
33
– – ﹤0.01% 469
2021
Q3 		$2K Hold
33
– – ﹤0.01% 442
2021
Q2 		$2K Hold
33
– – ﹤0.01% 463
2021
Q1 		$2K Hold
33
– – ﹤0.01% 447
2020
Q4 		$3K Hold
33
– – ﹤0.01% 400
2020
Q3 		$2K Buy
+33
New +$2.54K ﹤0.01% 1205

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $541M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's ILTB Position: Q1 2025 in Review

Founders Financial Alliance sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2025, closing a stake of 33 shares — an estimated $1.6K sold.

Founders Financial Alliance first reported a position in ILTB in Q3 2020 and held it in 18 quarters. The position peaked at $3K in Q4 2020. 96 funds tracked by Wall St. Rank hold ILTB as of Q1 2025.

  • Founders Financial Alliance reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 33 iShares Core 10+ Year USD Bond ETF shares in Q1 2025, an estimated $1.6K.
  • Founders Financial Alliance first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2020 and held it in 18 quarters.
  • Founders Financial Alliance's iShares Core 10+ Year USD Bond ETF position peaked at $3K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.