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Latitude Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Latitude 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 		$500K Hold
10,150
– – 0.2% 121
2026
Q1 		$497K Sell
10,150
-20
-0.2% -$997 0.23% 105
2025
Q4 		$505K Buy
10,170
+1
+0% +$50 0.22% 103
2025
Q3 		$513K Hold
10,169
– – 0.23% 94
2025
Q2 		$503K Hold
10,169
– – 0.25% 92
2025
Q1 		$508K Buy
+10,169
New +$502K 0.3% 87

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 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
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Latitude Advisors's ILTB Position: Q2 2026 in Review

Latitude Advisors held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q2 2026 at 10,150 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #121.

Latitude Advisors first reported a position in ILTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q3 2025. 28 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Latitude Advisors held 10,150 shares of iShares Core 10+ Year USD Bond ETF worth $500K as of Q2 2026.
  • Latitude Advisors left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 10+ Year USD Bond ETF made up 0.2% of Latitude Advisors's portfolio in Q2 2026, its #121 holding.
  • Latitude Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Latitude Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $513K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.