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ILTB icon

NewEdge Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

NewEdge Advisors’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
2024
Q4 		– Sell
-500
Closed -$26.6K – 3961
2024
Q3 		$26.6K Sell
500
-170
-25% -$8.83K ﹤0.01% 2634
2024
Q2 		$33.3K Sell
670
-230
-26% -$11.4K ﹤0.01% 2471
2024
Q1 		$46K Sell
900
-9,242
-91% -$471K ﹤0.01% 2341
2023
Q4 		$533K Sell
10,142
-388
-4% -$18.7K 0.01% 1252
2023
Q3 		$498K Sell
10,530
-64
-0.6% -$3.21K 0.01% 1172
2023
Q2 		$557K Buy
10,594
+2,690
+34% +$142K 0.01% 1132
2023
Q1 		$420K Buy
7,904
+6,349
+408% +$337K 0.01% 1182
2022
Q4 		$79K Buy
+1,555
New +$78.8K ﹤0.01% 1534
2022
Q1 		– Sell
-5,811
Closed -$419K – 1377
2021
Q4 		$419K Buy
+5,811
New +$419K 0.01% 1156

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Advisors's ILTB Position: Q4 2024 in Review

NewEdge Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2024, closing a stake of 500 shares — an estimated $26.6K sold.

NewEdge Advisors first reported a position in ILTB in Q4 2021 and held it in 9 quarters. The position peaked at $557K in Q2 2023. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2024.

  • NewEdge Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 500 iShares Core 10+ Year USD Bond ETF shares in Q4 2024, an estimated $26.6K.
  • NewEdge Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2021 and held it in 9 quarters.
  • NewEdge Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $557K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.