JWCA
ILTB icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $207M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.W. Cole Advisors's ILTB Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2026, closing a stake of 13,894 shares — an estimated $691K sold.

J.W. Cole Advisors first reported a position in ILTB in Q4 2022 and held it in 13 quarters. The position peaked at $1.56M in Q1 2024. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,894 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $691K.
  • J.W. Cole Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2022 and held it in 13 quarters.
  • J.W. Cole Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1.56M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.