EPP
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ETF Portfolio Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

ETF Portfolio Partners’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 		$5.44M Buy
110,478
+5,467
+5% +$268K 1.29% 19
2026
Q1 		$5.14M Sell
105,011
-6,252
-6% -$312K 1.35% 19
2025
Q4 		$5.53M Sell
111,263
-1,730
-2% -$87.4K 1.43% 18
2025
Q3 		$5.71M Buy
112,993
+962
+0.9% +$47.6K 1.52% 18
2025
Q2 		$5.54M Buy
112,031
+13,518
+14% +$655K 1.53% 18
2025
Q1 		$4.93M Sell
98,513
-26,218
-21% -$1.29M 1.48% 19
2024
Q4 		$6.07M Sell
124,731
-34,394
-22% -$1.74M 1.82% 14
2024
Q3 		$8.48M Buy
159,125
+7,288
+5% +$379K 2.51% 11
2024
Q2 		$7.55M Buy
+151,837
New +$7.53M 2.36% 11

Other funds holding ILTB

CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return