JWCA
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J.W. Cole Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

J.W. Cole 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 		$756K Buy
+15,356
New +$752K 0.01% 851
2026
Q1 		– Sell
-13,894
Closed -$691K – 1104
2025
Q4 		$691K Sell
13,894
-590
-4% -$29.8K 0.02% 778
2025
Q3 		$731K Sell
14,484
-1,341
-8% -$66.3K 0.01% 844
2025
Q2 		$782K Buy
15,825
+140
+0.9% +$6.78K 0.02% 758
2025
Q1 		$784K Buy
15,685
+3,964
+34% +$196K 0.02% 614
2024
Q4 		$570K Buy
11,721
+59
+0.5% +$2.99K 0.02% 568
2024
Q3 		$621K Buy
11,662
+182
+2% +$9.45K 0.03% 526
2024
Q2 		$571K Sell
11,480
-19,099
-62% -$947K 0.03% 495
2024
Q1 		$1.56M Buy
30,579
+6,578
+27% +$335K 0.08% 254
2023
Q4 		$1.26M Buy
24,001
+1,633
+7% +$78.8K 0.07% 271
2023
Q3 		$1.06M Buy
22,368
+4,676
+26% +$234K 0.08% 249
2023
Q2 		$931K Buy
17,692
+4,850
+38% +$255K 0.07% 280
2023
Q1 		$690K Buy
12,842
+968
+8% +$51.4K 0.05% 370
2022
Q4 		$605K Buy
+11,874
New +$602K 0.05% 372

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

J.W. Cole Advisors's ILTB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026: 15,356 shares worth $756K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ILTB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ILTB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2024. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • J.W. Cole Advisors held 15,356 shares of iShares Core 10+ Year USD Bond ETF worth $756K as of Q2 2026.
  • iShares Core 10+ Year USD Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Core 10+ Year USD Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #851 holding.
  • J.W. Cole Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • J.W. Cole Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1.56M in Q1 2024.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.