Cape Investment Advisory’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Cape Investment Advisory’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	$317	Buy	+6	New	+$294	﹤0.01%	1408
2026 Q1	–	Sell	-6	Closed	-$319	–	677
2025 Q4	$319	Sell	6 -1	-14%	-$50	﹤0.01%	1269
2025 Q3	$356	Buy	7 +1	+17%	+$49	﹤0.01%	794
2025 Q2	$318	Sell	6 -1	-14%	-$48	﹤0.01%	1097
2025 Q1	$362	Buy	+7	New	+$345	﹤0.01%	1032

Other funds holding ILTB

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cape Investment Advisory's ILTB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026: 6 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ILTB as recently as Q4 2025.

Cape Investment Advisory first reported a position in ILTB in Q1 2025 and has held it in 5 quarters since. The position peaked at $362 in Q1 2025. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

Cape Investment Advisory held 6 shares of iShares Core 10+ Year USD Bond ETF worth $317 as of Q2 2026.
iShares Core 10+ Year USD Bond ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1408 holding.
Cape Investment Advisory first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
Cape Investment Advisory's iShares Core 10+ Year USD Bond ETF position peaked at $362 in Q1 2025.
88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.