AWM
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AE Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

AE Wealth Management’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
2026
Q2 		$71.1M Buy
1,443,080
+140,252
+11% +$6.87M 0.33% 74
2026
Q1 		$63.8M Buy
1,302,828
+81,686
+7% +$4.07M 0.35% 69
2025
Q4 		$60.7M Buy
1,221,142
+137,165
+13% +$6.93M 0.35% 73
2025
Q3 		$54.7M Buy
1,083,977
+78,042
+8% +$3.86M 0.35% 71
2025
Q2 		$49.7M Buy
1,005,935
+74,098
+8% +$3.59M 0.36% 65
2025
Q1 		$46.6M Buy
931,837
+46,500
+5% +$2.29M 0.39% 60
2024
Q4 		$43.1M Buy
885,337
+117,208
+15% +$5.93M 0.37% 65
2024
Q3 		$40.9M Sell
768,129
-165,312
-18% -$8.59M 0.37% 63
2024
Q2 		$46.4M Buy
933,441
+134,066
+17% +$6.64M 0.46% 46
2024
Q1 		$40.9M Buy
799,375
+84,537
+12% +$4.3M 0.46% 49
2023
Q4 		$36.4M Buy
714,838
+72,096
+11% +$3.48M 0.19% 116
2023
Q3 		$30.4M Buy
642,742
+75,340
+13% +$3.78M 0.18% 122
2023
Q2 		$29.8M Buy
567,402
+20,433
+4% +$1.07M 0.18% 125
2023
Q1 		$29.4M Buy
546,969
+102,888
+23% +$5.46M 0.19% 123
2022
Q4 		$22.6M Sell
444,081
-5,502
-1% -$279K 0.16% 152
2022
Q3 		$22.6M Buy
449,583
+63,830
+17% +$3.52M 0.18% 127
2022
Q2 		$21.4M Sell
385,753
-21,607
-5% -$1.24M 0.17% 143
2022
Q1 		$26.1M Buy
407,360
+15,549
+4% +$1.04M 0.18% 123
2021
Q4 		$28.3M Buy
391,811
+22,626
+6% +$1.63M 0.2% 110
2021
Q3 		$26.4M Buy
369,185
+45,841
+14% +$3.37M 0.22% 104
2021
Q2 		$23.4M Buy
323,344
+50,966
+19% +$3.58M 0.2% 113
2021
Q1 		$18.7M Buy
272,378
+95,796
+54% +$6.86M 0.19% 121
2020
Q4 		$13.5M Buy
176,582
+29,373
+20% +$2.22M 0.15% 142
2020
Q3 		$11.1M Buy
147,209
+7,440
+5% +$572K 0.16% 133
2020
Q2 		$10.5M Buy
139,769
+67,904
+94% +$4.97M 0.16% 137
2020
Q1 		$5.12M Buy
71,865
+22,480
+46% +$1.59M 0.12% 161
2019
Q4 		$3.36M Buy
49,385
+27,844
+129% +$1.91M 0.07% 241
2019
Q3 		$1.49M Buy
+21,541
New +$1.47M 0.04% 339

Other funds holding ILTB

RF
RetireMitten Financial Milford, Michigan $237M AUM
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

AE Wealth Management's ILTB Position: Q2 2026 in Review

AE Wealth Management increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 11% in Q2 2026, buying an estimated $6.87M and bringing the position to 1,443,080 shares worth $71.1M. The position accounts for 0.33% of the portfolio, ranked #74.

AE Wealth Management first reported a position in ILTB in Q3 2019 and has held it in 28 quarters since. 56 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • AE Wealth Management held 1,443,080 shares of iShares Core 10+ Year USD Bond ETF worth $71.1M as of Q2 2026.
  • AE Wealth Management bought 140,252 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $6.87M.
  • iShares Core 10+ Year USD Bond ETF made up 0.33% of AE Wealth Management's portfolio in Q2 2026, its #74 holding.
  • AE Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.