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Vantage Financial Partners (Wisconsin)’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		– Sell
-4,902
Closed -$248K – 220
2025
Q3 		$248K Sell
4,902
-28
-0.6% -$1.39K 0.05% 184
2025
Q2 		$244K Sell
4,930
-384
-7% -$18.6K 0.06% 179
2025
Q1 		$266K Sell
5,314
-155
-3% -$7.65K 0.07% 152
2024
Q4 		$266K Sell
5,469
-771
-12% -$39K 0.07% 147
2024
Q3 		$332K Sell
6,240
-256
-4% -$13.3K 0.08% 133
2024
Q2 		$323K Buy
6,496
+11
+0.2% +$545 0.08% 108
2024
Q1 		$331K Sell
6,485
-2,279
-26% -$116K 0.09% 103
2023
Q4 		$461K Buy
+8,764
New +$423K 0.14% 74
2022
Q4 		– Sell
-4,799
Closed -$241K – 64
2022
Q3 		$241K Sell
4,799
-1,121
-19% -$61.8K 0.16% 45
2022
Q2 		$329K Sell
5,920
-3,448
-37% -$199K 0.19% 38
2022
Q1 		$600K Sell
9,368
-3,950
-30% -$263K 0.31% 23
2021
Q4 		$961K Buy
+13,318
New +$961K 0.38% 22

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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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ILTB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2025, closing a stake of 4,902 shares — an estimated $248K sold.

Vantage Financial Partners (Wisconsin) first reported a position in ILTB in Q4 2021 and held it in 12 quarters. The position peaked at $961K in Q4 2021. 90 funds tracked by Wall St. Rank hold ILTB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 4,902 iShares Core 10+ Year USD Bond ETF shares in Q4 2025, an estimated $248K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2021 and held it in 12 quarters.
  • Vantage Financial Partners (Wisconsin)'s iShares Core 10+ Year USD Bond ETF position peaked at $961K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.