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

Level Financial 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 		$739K Buy
+15,014
New +$736K 0.17% 57
2024
Q1 		– Sell
-1,164
Closed -$61.2K – 164
2023
Q4 		$61.2K Buy
1,164
+1,113
+2,182% +$53.7K 0.03% 107
2023
Q3 		$2.41K Buy
+51
New +$2.56K ﹤0.01% 241

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return