AWA
ILTB icon

Arkadios Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Arkadios Wealth Advisors’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 		$12.2M Buy
247,673
+155,942
+170% +$7.64M 0.18% 114
2026
Q1 		$4.49M Buy
91,731
+19,685
+27% +$981K 0.07% 282
2025
Q4 		$3.58M Buy
+72,046
New +$3.64M 0.07% 289
2021
Q4 		– Sell
-174
Closed -$12K – 1154
2021
Q3 		$12K Buy
+174
New +$12.8K ﹤0.01% 1391

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
RF
RetireMitten Financial Milford, Michigan $237M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arkadios Wealth Advisors's ILTB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 170% in Q2 2026, buying an estimated $7.64M and bringing the position to 247,673 shares worth $12.2M. The position accounts for 0.18% of the portfolio, ranked #114.

Arkadios Wealth Advisors first reported a position in ILTB in Q3 2021 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Arkadios Wealth Advisors held 247,673 shares of iShares Core 10+ Year USD Bond ETF worth $12.2M as of Q2 2026.
  • Arkadios Wealth Advisors bought 155,942 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $7.64M.
  • iShares Core 10+ Year USD Bond ETF made up 0.18% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.