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

CreativeOne Wealth’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 		$3.52M Buy
71,940
+3,517
+5% +$175K 0.08% 236
2025
Q4 		$3.4M Buy
68,423
+2,309
+3% +$117K 0.08% 227
2025
Q3 		$3.34M Buy
66,114
+7,038
+12% +$348K 0.08% 225
2025
Q2 		$2.92M Sell
59,076
-7,085
-11% -$343K 0.08% 246
2025
Q1 		$3.31M Buy
66,161
+6,509
+11% +$321K 0.1% 198
2024
Q4 		$2.9M Buy
59,652
+1,905
+3% +$96.4K 0.09% 212
2024
Q3 		$3.08M Buy
57,747
+748
+1% +$38.9K 0.1% 189
2024
Q2 		$2.83M Buy
56,999
+2,328
+4% +$115K 0.14% 138
2024
Q1 		$2.79M Buy
54,671
+1,974
+4% +$101K 0.11% 168
2023
Q4 		$2.77M Buy
52,697
+40,213
+322% +$1.94M 0.18% 113
2023
Q3 		$590K Sell
12,484
-20,574
-62% -$1.03M 0.04% 309
2023
Q2 		$1.74M Buy
33,058
+2,722
+9% +$143K 0.08% 238
2023
Q1 		$1.63M Buy
30,336
+6,950
+30% +$369K 0.08% 221
2022
Q4 		$1.19M Buy
23,386
+4,555
+24% +$231K 0.07% 259
2022
Q3 		$945K Buy
18,831
+6,612
+54% +$365K 0.06% 272
2022
Q2 		$679K Buy
12,219
+4,128
+51% +$238K 0.04% 333
2022
Q1 		$518K Buy
8,091
+132
+2% +$8.79K 0.03% 423
2021
Q4 		$574K Buy
7,959
+967
+14% +$69.8K 0.03% 415
2021
Q3 		$501K Buy
+6,992
New +$513K 0.03% 404

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
RF
RetireMitten Financial Milford, Michigan $207M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth's ILTB Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 5.1% in Q1 2026, buying an estimated $175K and bringing the position to 71,940 shares worth $3.52M. The position accounts for 0.08% of the portfolio, ranked #236.

CreativeOne Wealth first reported a position in ILTB in Q3 2021 and has held it in 19 quarters since. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • CreativeOne Wealth held 71,940 shares of iShares Core 10+ Year USD Bond ETF worth $3.52M as of Q1 2026.
  • CreativeOne Wealth bought 3,517 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $175K.
  • iShares Core 10+ Year USD Bond ETF made up 0.08% of CreativeOne Wealth's portfolio in Q1 2026, its #236 holding.
  • CreativeOne Wealth first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.