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Integrated Wealth Concepts’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Integrated Wealth Concepts’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
-5,490
Closed -$275K – 1947
2025
Q1 		$275K Buy
+5,490
New +$271K ﹤0.01% 1457
2020
Q1 		– Sell
-6,881
Closed -$469K – 450
2019
Q4 		$469K Buy
+6,881
New +$472K 0.04% 285

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

Integrated Wealth Concepts's ILTB Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2025, closing a stake of 5,490 shares — an estimated $275K sold.

Integrated Wealth Concepts first reported a position in ILTB in Q4 2019 and held it in 2 quarters. The position peaked at $469K in Q4 2019. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,490 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $275K.
  • Integrated Wealth Concepts first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 2 quarters.
  • Integrated Wealth Concepts's iShares Core 10+ Year USD Bond ETF position peaked at $469K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.