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

Larson 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
2025
Q2 		– Sell
-411
Closed -$20.6K – 3389
2025
Q1 		$20.6K Buy
+411
New +$20.3K ﹤0.01% 1354

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

Larson Financial Group's ILTB Position: Q2 2025 in Review

Larson Financial Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2025, closing a stake of 411 shares — an estimated $20.6K sold.

Larson Financial Group first reported a position in ILTB in Q1 2025 and held it in 1 quarter. The position peaked at $20.6K in Q1 2025. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

  • Larson Financial Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 411 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $20.6K.
  • Larson Financial Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and held it in 1 quarter.
  • Larson Financial Group's iShares Core 10+ Year USD Bond ETF position peaked at $20.6K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.