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Goldstone Financial Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Goldstone Financial Group’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 		$1.46M Sell
29,671
-136
-0.5% -$6.66K 0.13% 100
2026
Q1 		$1.46M Sell
29,807
-5,241
-15% -$261K 0.16% 94
2025
Q4 		$1.74M Sell
35,048
-1,420
-4% -$71.7K 0.19% 78
2025
Q3 		$1.84M Buy
36,468
+3,529
+11% +$175K 0.22% 73
2025
Q2 		$1.62M Buy
32,939
+505
+2% +$24.5K 0.21% 69
2025
Q1 		$1.62M Sell
32,434
-4,030
-11% -$199K 0.25% 69
2024
Q4 		$1.77M Sell
36,464
-3,498
-9% -$177K 0.28% 63
2024
Q3 		$2.13M Buy
39,962
+10,133
+34% +$526K 0.37% 55
2024
Q2 		$1.48M Sell
29,829
-5,830
-16% -$289K 0.3% 58
2024
Q1 		$1.82M Buy
35,659
+6,858
+24% +$349K 0.42% 46
2023
Q4 		$1.51M Buy
28,801
+5,563
+24% +$269K 0.39% 48
2023
Q3 		$1.1M Buy
23,238
+6,345
+38% +$318K 0.33% 61
2023
Q2 		$889K Buy
16,893
+3,450
+26% +$182K 0.26% 69
2023
Q1 		$722K Buy
+13,443
New +$713K 0.24% 70

Other funds holding ILTB

Bank of America
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
RF
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
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

Goldstone Financial Group's ILTB Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 0.46% in Q2 2026, selling an estimated $6.66K and leaving 29,671 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #100.

Goldstone Financial Group first reported a position in ILTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.13M in Q3 2024. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Goldstone Financial Group held 29,671 shares of iShares Core 10+ Year USD Bond ETF worth $1.46M as of Q2 2026.
  • Goldstone Financial Group sold 136 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $6.66K.
  • iShares Core 10+ Year USD Bond ETF made up 0.13% of Goldstone Financial Group's portfolio in Q2 2026, its #100 holding.
  • Goldstone Financial Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares Core 10+ Year USD Bond ETF position peaked at $2.13M in Q3 2024.
  • 88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.