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

Secured Retirement 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
-8,909
Closed -$433K – 138
2024
Q4 		$433K Sell
8,909
-1,186
-12% -$60K 0.25% 110
2024
Q3 		$538K Sell
10,095
-840
-8% -$43.6K 0.39% 75
2024
Q2 		$544K Buy
10,935
+1,083
+11% +$53.7K 0.42% 70
2024
Q1 		$504K Sell
9,852
-1,075
-10% -$54.7K 0.43% 71
2023
Q4 		$575K Buy
+10,927
New +$528K 0.55% 60

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
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

Secured Retirement Advisors's ILTB Position: Q1 2025 in Review

Secured Retirement Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2025, closing a stake of 8,909 shares — an estimated $433K sold.

Secured Retirement Advisors first reported a position in ILTB in Q4 2023 and held it in 5 quarters. The position peaked at $575K in Q4 2023. 96 funds tracked by Wall St. Rank hold ILTB as of Q1 2025.

  • Secured Retirement Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 8,909 iShares Core 10+ Year USD Bond ETF shares in Q1 2025, an estimated $433K.
  • Secured Retirement Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $575K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.