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

Peak Financial Management’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
Q3 		– Sell
-52,564
Closed -$2.6M – 103
2025
Q2 		$2.6M Sell
52,564
-121,481
-70% -$5.88M 0.74% 29
2025
Q1 		$8.7M Buy
174,045
+2,685
+2% +$132K 2.61% 16
2024
Q4 		$8.34M Buy
171,360
+2,247
+1% +$114K 2.5% 16
2024
Q3 		$9.01M Buy
169,113
+5,720
+4% +$297K 2.65% 14
2024
Q2 		$8.12M Buy
163,393
+860
+0.5% +$42.6K 2.54% 15
2024
Q1 		$8.31M Buy
162,533
+4,017
+3% +$205K 2.63% 12
2023
Q4 		$8.33M Sell
158,516
-15,422
-9% -$745K 2.8% 12
2023
Q3 		$8.22M Buy
173,938
+8,209
+5% +$412K 2.99% 11
2023
Q2 		$8.72M Buy
165,729
+2,595
+2% +$137K 3.1% 10
2023
Q1 		$8.77M Buy
163,134
+6,267
+4% +$333K 3.26% 9
2022
Q4 		$7.99M Buy
+156,867
New +$7.95M 3.14% 10
2018
Q2 		– Sell
-64,578
Closed -$3.99M – 53
2018
Q1 		$3.99M Sell
64,578
-86,806
-57% -$5.39M 1.9% 21
2017
Q4 		$9.8M Sell
151,384
-26,796
-15% -$1.71M 3.72% 9
2017
Q3 		$11.4M Sell
178,180
-54,967
-24% -$3.51M 4.39% 8
2017
Q2 		$14.8M Buy
233,147
+11,350
+5% +$712K 5.8% 7
2017
Q1 		$13.7M Buy
221,797
+5,149
+2% +$315K 5.52% 8
2016
Q4 		$13.1M Buy
216,648
+586
+0.3% +$36.5K 5.72% 8
2016
Q3 		$14.4M Buy
216,062
+4,180
+2% +$279K 6.23% 8
2016
Q2 		$14.2M Buy
+211,882
New +$13.5M 6.31% 6
2015
Q4 		$8.48M Buy
+145,158
New +$8.66M 3.88% 11

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 $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peak Financial Management's ILTB Position: Q3 2025 in Review

Peak Financial Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2025, closing a stake of 52,564 shares — an estimated $2.6M sold.

Peak Financial Management first reported a position in ILTB in Q4 2015 and held it in 20 quarters. The position peaked at $14.8M in Q2 2017. 89 funds tracked by Wall St. Rank hold ILTB as of Q3 2025.

  • Peak Financial Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Management sold 52,564 iShares Core 10+ Year USD Bond ETF shares in Q3 2025, an estimated $2.6M.
  • Peak Financial Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2015 and held it in 20 quarters.
  • Peak Financial Management's iShares Core 10+ Year USD Bond ETF position peaked at $14.8M in Q2 2017.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2025.

Based on Peak Financial Management's 13F filing for Q3 2025, filed 9 Oct 2025.