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TFB Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

TFB Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,442
Closed -$419K – 250
2025
Q4 		$419K Buy
4,442
+14
+0.3% +$1.31K 0.12% 192
2025
Q3 		$407K Buy
4,428
+270
+6% +$24K 0.12% 191
2025
Q2 		$357K Buy
4,158
+9
+0.2% +$712 0.09% 230
2025
Q1 		$321K Sell
4,149
-37
-0.9% -$3.01K 0.09% 237
2024
Q4 		$340K Buy
4,186
+3
+0.1% +$245 0.1% 223
2024
Q3 		$331K Hold
4,183
– – 0.1% 229
2024
Q2 		$314K Hold
4,183
– – 0.1% 215
2024
Q1 		$290K Sell
4,183
-461
-10% -$31.8K 0.11% 208
2023
Q4 		$305K Buy
+4,644
New +$285K 0.16% 123
2023
Q3 		– Sell
-4,985
Closed -$304K – 156
2023
Q2 		$304K Buy
+4,985
New +$288K 0.13% 177

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return