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GWN Securities’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

GWN Securities’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 		$469K Buy
9,513
+266
+3% +$13K 0.08% 303
2026
Q1 		$453K Buy
9,247
+150
+2% +$7.47K 0.09% 261
2025
Q4 		$452K Buy
9,097
+373
+4% +$18.8K 0.09% 241
2025
Q3 		$441K Sell
8,724
-163
-2% -$8.06K 0.1% 218
2025
Q2 		$440K Sell
8,887
-21
-0.2% -$1.02K 0.08% 231
2025
Q1 		$445K Buy
+8,908
New +$439K 0.03% 491

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

GWN Securities's ILTB Position: Q2 2026 in Review

GWN Securities increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 2.9% in Q2 2026, buying an estimated $13K and bringing the position to 9,513 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #303.

GWN Securities first reported a position in ILTB in Q1 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • GWN Securities held 9,513 shares of iShares Core 10+ Year USD Bond ETF worth $469K as of Q2 2026.
  • GWN Securities bought 266 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $13K.
  • iShares Core 10+ Year USD Bond ETF made up 0.08% of GWN Securities's portfolio in Q2 2026, its #303 holding.
  • GWN Securities first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.