Creative Financial Designs’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Creative Financial Designs’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 Q1	$4.09M	Sell	83,439 -513	-0.6%	-$25.6K	0.25%	87
2025 Q4	$4.17M	Buy	83,952 +7,866	+10%	+$397K	0.26%	85
2025 Q3	$3.84M	Buy	76,086 +90	+0.1%	+$4.45K	0.26%	85
2025 Q2	$3.76M	Sell	75,996 -1,175	-2%	-$56.9K	0.27%	85
2025 Q1	$3.86M	Buy	77,171 +2,963	+4%	+$146K	0.31%	70
2024 Q4	$3.61M	Buy	74,208 +11,535	+18%	+$584K	0.29%	75
2024 Q3	$3.34M	Buy	62,673 +3,058	+5%	+$159K	0.28%	78
2024 Q2	$2.96M	Buy	59,615 +10,088	+20%	+$500K	0.26%	82
2024 Q1	$2.53M	Buy	49,527 +49,414	+43,729%	+$2.52M	0.24%	89
2023 Q4	$5.92K	Buy	113 +2	+2%	+$97	﹤0.01%	1232
2023 Q3	$5.24K	Buy	+111	New	+$5.57K	﹤0.01%	1178

Other funds holding ILTB

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 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

RetireMitten Financial Milford, Michigan $207M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's ILTB Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 0.61% in Q1 2026, selling an estimated $25.6K and leaving 83,439 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #87.

Creative Financial Designs first reported a position in ILTB in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.17M in Q4 2025. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

Creative Financial Designs held 83,439 shares of iShares Core 10+ Year USD Bond ETF worth $4.09M as of Q1 2026.
Creative Financial Designs sold 513 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $25.6K.
iShares Core 10+ Year USD Bond ETF made up 0.25% of Creative Financial Designs's portfolio in Q1 2026, its #87 holding.
Creative Financial Designs first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2023 and has held it in 11 quarters since.
Creative Financial Designs's iShares Core 10+ Year USD Bond ETF position peaked at $4.17M in Q4 2025.
84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.