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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 – 162
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

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

Level Financial Advisors's ILTB Position: Q2 2026 in Review

Level Financial Advisors opened a new position in iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026: 15,014 shares worth $739K. The stake represents 0.17% of the portfolio and ranks #57 among its holdings. This is a return to the name: Level Financial Advisors previously reported a position in ILTB as recently as Q4 2023.

Level Financial Advisors first reported a position in ILTB in Q3 2023 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Level Financial Advisors held 15,014 shares of iShares Core 10+ Year USD Bond ETF worth $739K as of Q2 2026.
  • iShares Core 10+ Year USD Bond ETF was a new Level Financial Advisors position in Q2 2026.
  • iShares Core 10+ Year USD Bond ETF made up 0.17% of Level Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Level Financial Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.