CAWM
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Capital A Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Capital A 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
2025
Q2 		$59.9K Buy
1,140
+1,116
+4,650% +$54K 0.67% 43
2025
Q1 		$1.2K Hold
24
– – ﹤0.01% 519
2024
Q4 		$1.17K Buy
+24
New +$1.22K ﹤0.01% 539

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Capital A Wealth Management's ILTB Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 4,650% in Q2 2025, buying an estimated $54K and bringing the position to 1,140 shares worth $59.9K. The position accounts for 0.67% of the portfolio, ranked #43.

Capital A Wealth Management first reported a position in ILTB in Q4 2024 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2025.

  • Capital A Wealth Management held 1,140 shares of iShares Core 10+ Year USD Bond ETF worth $59.9K as of Q2 2025.
  • Capital A Wealth Management bought 1,116 iShares Core 10+ Year USD Bond ETF shares in Q2 2025, an estimated $54K.
  • iShares Core 10+ Year USD Bond ETF made up 0.67% of Capital A Wealth Management's portfolio in Q2 2025, its #43 holding.
  • Capital A Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.