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

OneDigital Investment 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
2025
Q1 		– Sell
-5,139
Closed -$250K – 1452
2024
Q4 		$250K Buy
+5,139
New +$260K ﹤0.01% 1223

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 $436M AUM 21.5% 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

OneDigital Investment Advisors's ILTB Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2025, closing a stake of 5,139 shares — an estimated $250K sold.

OneDigital Investment Advisors first reported a position in ILTB in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 96 funds tracked by Wall St. Rank hold ILTB as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,139 iShares Core 10+ Year USD Bond ETF shares in Q1 2025, an estimated $250K.
  • OneDigital Investment Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $250K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.