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Grey Fox Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Grey Fox Wealth 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 		– Sell
-4,549
Closed -$223K – 182
2026
Q1 		$223K Sell
4,549
-13,155
-74% -$656K 0.04% 131
2025
Q4 		$880K Buy
17,704
+9,599
+118% +$485K 0.18% 70
2025
Q3 		$409K Sell
8,105
-3,009
-27% -$149K 0.08% 98
2025
Q2 		$549K Buy
+11,114
New +$538K 0.13% 77

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

Grey Fox Wealth Advisors's ILTB Position: Q2 2026 in Review

Grey Fox Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026, closing a stake of 4,549 shares — an estimated $223K sold.

Grey Fox Wealth Advisors first reported a position in ILTB in Q2 2025 and held it in 4 quarters. The position peaked at $880K in Q4 2025. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Grey Fox Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 4,549 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $223K.
  • Grey Fox Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2025 and held it in 4 quarters.
  • Grey Fox Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $880K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.