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

PlanVest Financial’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 		$116K Sell
2,362
-1,138
-33% -$55.8K 0.08% 141
2026
Q1 		$171K Buy
+3,500
New +$174K 0.13% 101

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

PlanVest Financial's ILTB Position: Q2 2026 in Review

PlanVest Financial reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 33% in Q2 2026, selling an estimated $55.8K and leaving 2,362 shares worth $116K. The position accounts for 0.08% of the portfolio, ranked #141.

PlanVest Financial first reported a position in ILTB in Q1 2026 and has held it in 2 quarters since. The position peaked at $171K in Q1 2026. 87 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • PlanVest Financial held 2,362 shares of iShares Core 10+ Year USD Bond ETF worth $116K as of Q2 2026.
  • PlanVest Financial sold 1,138 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $55.8K.
  • iShares Core 10+ Year USD Bond ETF made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #141 holding.
  • PlanVest Financial first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's iShares Core 10+ Year USD Bond ETF position peaked at $171K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.