LPL Financial
ILTB icon

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

LPL Financial’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
2026
Q2 		$6.1M Sell
123,830
-9,703
-7% -$475K ﹤0.01% 2608
2026
Q1 		$6.54M Buy
133,533
+19,101
+17% +$952K ﹤0.01% 2398
2025
Q4 		$5.69M Buy
114,432
+9,312
+9% +$470K ﹤0.01% 2423
2025
Q3 		$5.31M Sell
105,120
-3,365
-3% -$166K ﹤0.01% 2410
2025
Q2 		$5.36M Sell
108,485
-7,037
-6% -$341K ﹤0.01% 2248
2025
Q1 		$5.78M Sell
115,522
-46,370
-29% -$2.29M ﹤0.01% 2031
2024
Q4 		$7.88M Buy
161,892
+35,561
+28% +$1.8M ﹤0.01% 1719
2024
Q3 		$6.73M Buy
126,331
+11,792
+10% +$613K ﹤0.01% 1757
2024
Q2 		$5.69M Buy
114,539
+17,963
+19% +$890K ﹤0.01% 1754
2024
Q1 		$4.94M Buy
96,576
+46,932
+95% +$2.39M ﹤0.01% 1793
2023
Q4 		$2.61M Buy
49,644
+12,984
+35% +$627K ﹤0.01% 2181
2023
Q3 		$1.73M Sell
36,660
-34,852
-49% -$1.75M ﹤0.01% 2420
2023
Q2 		$3.76M Buy
71,512
+42,051
+143% +$2.21M ﹤0.01% 1755
2023
Q1 		$1.58M Buy
29,461
+10,492
+55% +$557K ﹤0.01% 2349
2022
Q4 		$966K Sell
18,969
-6,048
-24% -$307K ﹤0.01% 2671
2022
Q3 		$1.26M Buy
25,017
+7,617
+44% +$420K ﹤0.01% 2359
2022
Q2 		$967K Sell
17,400
-5,155
-23% -$297K ﹤0.01% 2600
2022
Q1 		$1.44M Sell
22,555
-20,651
-48% -$1.38M ﹤0.01% 2313
2021
Q4 		$3.12M Buy
43,206
+3,843
+10% +$277K ﹤0.01% 1755
2021
Q3 		$2.82M Buy
39,363
+1,435
+4% +$105K ﹤0.01% 1793
2021
Q2 		$2.74M Sell
37,928
-1,621
-4% -$114K ﹤0.01% 1744
2021
Q1 		$2.71M Sell
39,549
-35,588
-47% -$2.55M ﹤0.01% 1630
2020
Q4 		$5.74M Buy
75,137
+7,012
+10% +$530K 0.01% 1041
2020
Q3 		$5.14M Buy
68,125
+7,048
+12% +$542K 0.01% 938
2020
Q2 		$4.58M Buy
61,077
+17,775
+41% +$1.3M 0.01% 923
2020
Q1 		$3.08M Buy
43,302
+6,333
+17% +$447K 0.01% 954
2019
Q4 		$2.52M Buy
36,969
+6,759
+22% +$463K ﹤0.01% 1205
2019
Q3 		$2.1M Buy
30,210
+17,105
+131% +$1.16M ﹤0.01% 1228
2019
Q2 		$865K Sell
13,105
-705
-5% -$44.4K ﹤0.01% 1832
2019
Q1 		$865K Buy
13,810
+4,715
+52% +$284K ﹤0.01% 1750
2018
Q4 		$537K Sell
9,095
-541
-6% -$31.4K ﹤0.01% 1988
2018
Q3 		$575K Buy
9,636
+2,494
+35% +$150K ﹤0.01% 2118
2018
Q2 		$430K Buy
7,142
+401
+6% +$24.1K ﹤0.01% 2334
2018
Q1 		$417K Sell
6,741
-1,155
-15% -$71.7K ﹤0.01% 2316
2017
Q4 		$511K Buy
7,896
+892
+13% +$57.1K ﹤0.01% 2056
2017
Q3 		$447K Buy
7,004
+91
+1% +$5.8K ﹤0.01% 2032
2017
Q2 		$439K Buy
6,913
+377
+6% +$23.6K ﹤0.01% 1979
2017
Q1 		$402K Buy
6,536
+1,108
+20% +$67.7K ﹤0.01% 1978
2016
Q4 		$329K Sell
5,428
-13,312
-71% -$829K ﹤0.01% 2088
2016
Q3 		$1.23M Buy
18,740
+544
+3% +$36.4K 0.01% 1036
2016
Q2 		$1.24M Sell
18,196
-15,818
-47% -$1.01M 0.01% 1028
2016
Q1 		$2.15M Sell
34,014
-52
-0.2% -$3.14K 0.01% 1158
2015
Q4 		$2M Buy
34,066
+11,282
+50% +$673K 0.01% 1170
2015
Q3 		$1.37M Sell
22,784
-5,256
-19% -$314K 0.01% 1046
2015
Q2 		$1.66M Sell
28,040
-59,998
-68% -$3.7M 0.01% 1019
2015
Q1 		$5.76M Buy
88,038
+57,880
+192% +$3.76M 0.03% 452
2014
Q4 		$1.92M Buy
30,158
+8,727
+41% +$543K 0.01% 909
2014
Q3 		$1.32M Buy
21,431
+18,115
+546% +$1.11M 0.01% 1098
2014
Q2 		$203K Sell
3,316
-275
-8% -$16.5K ﹤0.01% 2482
2014
Q1 		$211K Buy
+3,591
New +$205K ﹤0.01% 2397
2013
Q4 		– Sell
-3,671
Closed -$204K – 2665
2013
Q3 		$204K Sell
3,671
-1,334
-27% -$74.2K ﹤0.01% 2311
2013
Q2 		$283K Buy
+5,005
New +$307K ﹤0.01% 1945

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $237M AUM
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

LPL Financial's ILTB Position: Q2 2026 in Review

LPL Financial reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 7.3% in Q2 2026, selling an estimated $475K and leaving 123,830 shares worth $6.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

LPL Financial first reported a position in ILTB in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.88M in Q4 2024. 56 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • LPL Financial held 123,830 shares of iShares Core 10+ Year USD Bond ETF worth $6.1M as of Q2 2026.
  • LPL Financial sold 9,703 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $475K.
  • iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2608 holding.
  • LPL Financial first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Core 10+ Year USD Bond ETF position peaked at $7.88M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.