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

Independent Financial Group’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
2021
Q2 		– Sell
-113,040
Closed -$7.75M – 718
2021
Q1 		$7.75M Buy
113,040
+23,989
+27% +$1.72M 1% 9
2020
Q4 		$6.81M Buy
89,051
+12,695
+17% +$959K 1% 11
2020
Q3 		$5.77M Buy
76,356
+4,390
+6% +$337K 1.08% 10
2020
Q2 		$5.4M Buy
71,966
+7,129
+11% +$522K 1.19% 9
2020
Q1 		$4.62M Buy
+64,837
New +$4.58M 1.36% 10

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's ILTB Position: Q2 2021 in Review

Independent Financial Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2021, closing a stake of 113,040 shares — an estimated $7.75M sold.

Independent Financial Group first reported a position in ILTB in Q1 2020 and held it in 5 quarters. The position peaked at $7.75M in Q1 2021. 68 funds tracked by Wall St. Rank hold ILTB as of Q2 2021.

  • Independent Financial Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Independent Financial Group sold 113,040 iShares Core 10+ Year USD Bond ETF shares in Q2 2021, an estimated $7.75M.
  • Independent Financial Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and held it in 5 quarters.
  • Independent Financial Group's iShares Core 10+ Year USD Bond ETF position peaked at $7.75M in Q1 2021.
  • 68 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2021.

Based on Independent Financial Group's 13F filing for Q2 2021, filed 15 Jun 2026.