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

Sowell 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
2024 Q4	–	Sell	-14,062	Closed	-$749K	–	554
2024 Q3	$749K	Buy	+14,062	New	+$730K	0.03%	395
2024 Q1	–	Sell	-15,191	Closed	-$799K	–	561
2023 Q4	$799K	Buy	+15,191	New	+$733K	0.04%	364
2021 Q2	–	Sell	-52	Closed	-$4K	–	1565
2021 Q1	$4K	Buy	+52	New	+$3.73K	﹤0.01%	2665
2019 Q4	–	Sell	-28	Closed	-$2K	–	2588
2019 Q3	$2K	Buy	+28	New	+$1.91K	﹤0.01%	2089
2018 Q3	–	Sell	-18,613	Closed	-$1.12M	–	408
2018 Q2	$1.12M	Buy	18,613 +527	+3%	+$31.7K	0.24%	102
2018 Q1	$1.08M	Buy	18,086 +209	+1%	+$13K	0.27%	91
2017 Q4	$1.14M	Buy	+17,877	New	+$1.14M	0.28%	88

Other funds holding ILTB

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 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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sowell Financial Services's ILTB Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2024, closing a stake of 14,062 shares — an estimated $749K sold.

Sowell Financial Services first reported a position in ILTB in Q4 2017 and held it in 7 quarters. The position peaked at $1.14M in Q4 2017. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2024.

Sowell Financial Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 14,062 iShares Core 10+ Year USD Bond ETF shares in Q4 2024, an estimated $749K.
Sowell Financial Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2017 and held it in 7 quarters.
Sowell Financial Services's iShares Core 10+ Year USD Bond ETF position peaked at $1.14M in Q4 2017.
92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.