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 Q2	$322K	Sell	6,537 -14,571	-69%	-$714K	0.09%	196
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 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

Elevated Capital Advisors's ILTB Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 69% in Q2 2026, selling an estimated $714K and leaving 6,537 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #196.

Elevated Capital Advisors first reported a position in ILTB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2024. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

Elevated Capital Advisors held 6,537 shares of iShares Core 10+ Year USD Bond ETF worth $322K as of Q2 2026.
Elevated Capital Advisors sold 14,571 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $714K.
iShares Core 10+ Year USD Bond ETF made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #196 holding.
Elevated Capital Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1.65M in Q4 2024.
89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.