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Elevated Capital Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Elevated Capital 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
Q1 		$1.03M Sell
21,108
-3,183
-13% -$159K 0.26% 94
2025
Q4 		$1.21M Sell
24,291
-1,208
-5% -$61K 0.28% 89
2025
Q3 		$1.29M Sell
25,499
-4,524
-15% -$224K 0.32% 77
2025
Q2 		$1.5M Hold
30,023
– – 0.42% 54
2025
Q1 		$1.5M Sell
30,023
-3,800
-11% -$187K 0.42% 54
2024
Q4 		$1.65M Buy
33,823
+18,862
+126% +$955K 0.45% 49
2024
Q3 		$797K Buy
+14,961
New +$777K 0.21% 152

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 $431B 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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return