GJIA
ILTB icon

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

Glass Jacobson 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
Q4 		– Sell
-2
Closed -$101 – 601
2025
Q3 		$101 Buy
+2
New +$99 ﹤0.01% 578

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Glass Jacobson Investment Advisors's ILTB Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2025, closing a stake of 2 shares — an estimated $101 sold.

Glass Jacobson Investment Advisors first reported a position in ILTB in Q3 2025 and held it in 1 quarter. The position peaked at $101 in Q3 2025. 90 funds tracked by Wall St. Rank hold ILTB as of Q4 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 2 iShares Core 10+ Year USD Bond ETF shares in Q4 2025, an estimated $101.
  • Glass Jacobson Investment Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2025 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $101 in Q3 2025.
  • 90 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.