ILTB β€” ISHARES TR

Ownership history in Mach-1 Financial Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Mach-1 Financial Group, LLC reported ISHARES TR (ILTB) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q4. The latest visible filing shows ILTB at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ILTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mach-1 Financial Group, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ILTB was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mach-1 Financial Group, LLC held ILTB β€” position size vs. price
% of Fund (quarterly)    ILTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,080 +15,999 +83.8% 0.36% $1.7M 2026-02-14 (Est.) $50.32
2025 Q1 ADDED 19,081 +10,846 +131.7% 0.29% $954K 2025-05-14 $45.54
2024 Q3 INITIATED 8,235 β€” β€” 0.27% $439K 2024-11-01 $46.55

FAQ About Mach-1 Financial Group, LLC and ILTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mach-1 Financial Group, LLC reported owning ILTB?

Mach-1 Financial Group, LLC reported ILTB across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ILTB position in Mach-1 Financial Group, LLC's portfolio?

The largest reported portfolio weight for ILTB was 0.36% in 2025 Q4.

What is the latest reported ILTB position on this page?

The most recent filing on this page is 2025 Q4, when Mach-1 Financial Group, LLC reported 35,080 shares, equal to 0.36% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ILTB ownership page compare?

The chart compares Mach-1 Financial Group, LLC's quarterly ILTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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