IWN
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Independent Wealth Network’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Independent Wealth Network’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 		$2.32M Buy
47,187
+329
+0.7% +$16.1K 0.59% 35
2026
Q1 		$2.3M Sell
46,858
-77,250
-62% -$3.85M 0.68% 30
2025
Q4 		$6.17M Buy
124,108
+10,458
+9% +$528K 1.88% 8
2025
Q3 		$5.74M Buy
113,650
+6,798
+6% +$336K 1.84% 7
2025
Q2 		$5.28M Buy
106,852
+3,595
+3% +$174K 1.92% 6
2025
Q1 		$5.16M Buy
103,257
+8,171
+9% +$403K 2.06% 6
2024
Q4 		$4.63M Buy
95,086
+27,643
+41% +$1.4M 1.88% 8
2024
Q3 		$3.59M Buy
67,443
+614
+0.9% +$31.9K 1.59% 14
2024
Q2 		$3.32M Buy
66,829
+1,226
+2% +$60.8K 1.55% 12
2024
Q1 		$3.35M Buy
65,603
+1,326
+2% +$67.5K 1.57% 13
2023
Q4 		$3.38M Sell
64,277
-2,907
-4% -$140K 1.78% 13
2023
Q3 		$3.17M Buy
67,184
+6,778
+11% +$340K 1.95% 11
2023
Q2 		$3.18M Sell
60,406
-2,735
-4% -$144K 1.91% 11
2023
Q1 		$3.39M Buy
63,141
+2,861
+5% +$152K 2.17% 10
2022
Q4 		$3.07M Buy
60,280
+3,084
+5% +$156K 2.1% 9
2022
Q3 		$2.87M Buy
57,196
+3,698
+7% +$204K 2.24% 9
2022
Q2 		$2.97M Sell
53,498
-2,796
-5% -$161K 2.14% 9
2022
Q1 		$3.6M Buy
56,294
+3,374
+6% +$225K 2.29% 8
2021
Q4 		$3.82M Buy
52,920
+1,827
+4% +$132K 2.35% 6
2021
Q3 		$3.68M Buy
+51,093
New +$3.75M 2.4% 6

Other funds holding ILTB

CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Independent Wealth Network's ILTB Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 0.7% in Q2 2026, buying an estimated $16.1K and bringing the position to 47,187 shares worth $2.32M. The position accounts for 0.59% of the portfolio, ranked #35.

Independent Wealth Network first reported a position in ILTB in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.17M in Q4 2025. 11 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Independent Wealth Network held 47,187 shares of iShares Core 10+ Year USD Bond ETF worth $2.32M as of Q2 2026.
  • Independent Wealth Network bought 329 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Core 10+ Year USD Bond ETF made up 0.59% of Independent Wealth Network's portfolio in Q2 2026, its #35 holding.
  • Independent Wealth Network first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares Core 10+ Year USD Bond ETF position peaked at $6.17M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.