BFC Planning, Inc.’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

BFC Planning, Inc.’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	$2.07K	Hold	42	–	–	﹤0.01%	2985
2026 Q1	$2.06K	Hold	42	–	–	﹤0.01%	2589
2025 Q4	$2.09K	Hold	42	–	–	﹤0.01%	2623
2025 Q3	$2.12K	Hold	42	–	–	﹤0.01%	2456
2025 Q2	$2.08K	Hold	42	–	–	﹤0.01%	2297
2025 Q1	$2.1K	Sell	42 -155	-79%	-$7.65K	﹤0.01%	2294
2024 Q4	$9.6K	Buy	+197	New	+$10K	﹤0.01%	1785

Other funds holding ILTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RetireMitten Financial Milford, Michigan $256M AUM

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 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

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

BFC Planning, Inc.'s ILTB Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q2 2026 at 42 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

BFC Planning, Inc. first reported a position in ILTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.6K in Q4 2024. 90 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

BFC Planning, Inc. held 42 shares of iShares Core 10+ Year USD Bond ETF worth $2.07K as of Q2 2026.
BFC Planning, Inc. left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2985 holding.
BFC Planning, Inc. first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Core 10+ Year USD Bond ETF position peaked at $9.6K in Q4 2024.
90 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.