MB, Levis & Associates’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

MB, Levis & Associates’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	-45	Closed	-$2.27K	–	272
2025 Q1	$2.27K	Hold	45	–	–	﹤0.01%	247
2024 Q4	$2.19K	Buy	45 +1	+2%	+$51	﹤0.01%	260
2024 Q3	$2.36K	Hold	44	–	–	﹤0.01%	254
2024 Q2	$2.18K	Buy	44 +1	+2%	+$50	﹤0.01%	254
2024 Q1	$2.21K	Hold	43	–	–	﹤0.01%	252
2023 Q4	$2.26K	Buy	43 +1	+2%	+$48	﹤0.01%	244
2023 Q3	$2K	Hold	42	–	–	﹤0.01%	248
2023 Q2	$2.21K	Hold	42	–	–	﹤0.01%	246
2023 Q1	$2.26K	Buy	+42	New	+$2.23K	﹤0.01%	244

Other funds holding ILTB

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 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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

MB, Levis & Associates's ILTB Position: Q2 2025 in Review

MB, Levis & Associates sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2025, closing a stake of 45 shares — an estimated $2.27K sold.

MB, Levis & Associates first reported a position in ILTB in Q1 2023 and held it in 9 quarters. The position peaked at $2.36K in Q3 2024. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

MB, Levis & Associates reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
MB, Levis & Associates sold 45 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $2.27K.
MB, Levis & Associates first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2023 and held it in 9 quarters.
MB, Levis & Associates's iShares Core 10+ Year USD Bond ETF position peaked at $2.36K in Q3 2024.
89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.