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

PlanWiser 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	$238K	Sell	4,839 -1,271	-21%	-$62.3K	0.17%	49
2026 Q1	$302K	Sell	6,110 -48,008	-89%	-$2.39M	0.22%	42
2025 Q4	$2.7M	Buy	54,118 +48,918	+941%	+$2.47M	2.02%	20
2025 Q3	$262K	Sell	5,200 -43,539	-89%	-$2.15M	0.21%	46
2025 Q2	$2.37M	Sell	48,739 -27,081	-36%	-$1.31M	2.02%	20
2025 Q1	$3.68M	Buy	+75,820	New	+$3.74M	3.33%	9

Other funds holding ILTB

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PlanWiser Financial's ILTB Position: Q2 2026 in Review

PlanWiser Financial reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 21% in Q2 2026, selling an estimated $62.3K and leaving 4,839 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #49.

PlanWiser Financial first reported a position in ILTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.68M in Q1 2025. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

PlanWiser Financial held 4,839 shares of iShares Core 10+ Year USD Bond ETF worth $238K as of Q2 2026.
PlanWiser Financial sold 1,271 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $62.3K.
iShares Core 10+ Year USD Bond ETF made up 0.17% of PlanWiser Financial's portfolio in Q2 2026, its #49 holding.
PlanWiser Financial first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's iShares Core 10+ Year USD Bond ETF position peaked at $3.68M in Q1 2025.
88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.