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Legacy Wealth Management (Idaho)’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-87
Closed -$4.26K – 548
2026
Q1 		$4.26K Hold
87
– – ﹤0.01% 647
2025
Q4 		$4.32K Buy
+87
New +$4.39K ﹤0.01% 556

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

Legacy Wealth Management (Idaho)'s ILTB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026, closing a stake of 87 shares — an estimated $4.26K sold.

Legacy Wealth Management (Idaho) first reported a position in ILTB in Q4 2025 and held it in 2 quarters. The position peaked at $4.32K in Q4 2025. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 87 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $4.26K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Core 10+ Year USD Bond ETF position peaked at $4.32K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.