&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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

RetireMitten Financial Milford, Michigan $207M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

&Partners's ILTB Position: Q1 2026 in Review

&Partners reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 17% in Q1 2026, selling an estimated $45.6K and leaving 4,599 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

&Partners first reported a position in ILTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q2 2024. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

&Partners held 4,599 shares of iShares Core 10+ Year USD Bond ETF worth $225K as of Q1 2026.
&Partners sold 916 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $45.6K.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2173 holding.
&Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares Core 10+ Year USD Bond ETF position peaked at $1.42M in Q2 2024.
84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.