PFS
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Prospera Financial Services’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Prospera Financial Services’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
Q1 		$1.65M Sell
33,679
-3,054
-8% -$152K 0.03% 547
2025
Q4 		$1.83M Sell
36,733
-965
-3% -$48.7K 0.03% 499
2025
Q3 		$1.9M Sell
37,698
-1,574
-4% -$77.8K 0.03% 484
2025
Q2 		$1.94M Sell
39,272
-2,390
-6% -$116K 0.04% 474
2025
Q1 		$2.08M Buy
41,662
+6,432
+18% +$317K 0.05% 383
2024
Q4 		$1.72M Buy
35,230
+26,180
+289% +$1.33M 0.04% 396
2024
Q3 		$482K Buy
+9,050
New +$470K 0.01% 732
2022
Q2 		– Sell
-107
Closed -$7K – 2098
2022
Q1 		$7K Buy
+107
New +$7.13K ﹤0.01% 2165

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 $431B AUM 30.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $207M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return