Stifel Financial
ILTB icon

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

Stifel Financial’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
Q2 		– Sell
-4,374
Closed -$219K – 3525
2025
Q1 		$219K Sell
4,374
-5,220
-54% -$258K ﹤0.01% 3144
2024
Q4 		$467K Sell
9,594
-9,576
-50% -$485K ﹤0.01% 2716
2024
Q3 		$1.02M Buy
19,170
+2,473
+15% +$128K ﹤0.01% 2216
2024
Q2 		$830K Buy
16,697
+701
+4% +$34.7K ﹤0.01% 2298
2024
Q1 		$818K Buy
15,996
+3,214
+25% +$164K ﹤0.01% 2311
2023
Q4 		$672K Sell
12,782
-3,487
-21% -$168K ﹤0.01% 2404
2023
Q3 		$769K Buy
+16,269
New +$816K ﹤0.01% 2227
2020
Q4 		– Sell
-3,765
Closed -$284K – 3072
2020
Q3 		$284K Buy
+3,765
New +$289K ﹤0.01% 2440
2015
Q2 		– Sell
-5,027
Closed -$327K – 2385
2015
Q1 		$327K Buy
+5,027
New +$326K ﹤0.01% 1859

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Stifel Financial's ILTB Position: Q2 2025 in Review

Stifel Financial sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2025, closing a stake of 4,374 shares — an estimated $219K sold.

Stifel Financial first reported a position in ILTB in Q1 2015 and held it in 9 quarters. The position peaked at $1.02M in Q3 2024. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

  • Stifel Financial reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 4,374 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $219K.
  • Stifel Financial first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2015 and held it in 9 quarters.
  • Stifel Financial's iShares Core 10+ Year USD Bond ETF position peaked at $1.02M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.