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&Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

&Partners’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
-4,599
Closed -$225K – 2539
2026
Q1 		$225K Sell
4,599
-916
-17% -$45.6K ﹤0.01% 2173
2025
Q4 		$235K Buy
5,515
+616
+13% +$31.1K ﹤0.01% 2055
2025
Q3 		$247K Sell
4,899
-25
-0.5% -$1.24K ﹤0.01% 1847
2025
Q2 		$243K Sell
4,924
-982
-17% -$47.6K ﹤0.01% 1734
2025
Q1 		$293K Sell
5,906
-6,190
-51% -$305K ﹤0.01% 1425
2024
Q4 		$580K Sell
12,096
-4,569
-27% -$231K 0.01% 1018
2024
Q3 		$888K Sell
16,665
-11,927
-42% -$620K 0.02% 610
2024
Q2 		$1.42M Buy
28,592
+7,178
+34% +$356K 0.06% 262
2024
Q1 		$1.09M Buy
+21,414
New +$1.09M 0.15% 143

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

&Partners's ILTB Position: Q2 2026 in Review

&Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026, closing a stake of 4,599 shares — an estimated $225K sold.

&Partners first reported a position in ILTB in Q1 2024 and held it in 9 quarters. The position peaked at $1.42M in Q2 2024. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • &Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 4,599 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $225K.
  • &Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2024 and held it in 9 quarters.
  • &Partners's iShares Core 10+ Year USD Bond ETF position peaked at $1.42M in Q2 2024.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.