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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
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
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
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
RF
RetireMitten Financial Milford, Michigan $207M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PlanWiser Financial's ILTB Position: Q1 2026 in Review

PlanWiser Financial reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 89% in Q1 2026, selling an estimated $2.39M and leaving 6,110 shares worth $302K. The position accounts for 0.22% of the portfolio, ranked #42.

PlanWiser Financial first reported a position in ILTB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q1 2025. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • PlanWiser Financial held 6,110 shares of iShares Core 10+ Year USD Bond ETF worth $302K as of Q1 2026.
  • PlanWiser Financial sold 48,008 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $2.39M.
  • iShares Core 10+ Year USD Bond ETF made up 0.22% of PlanWiser Financial's portfolio in Q1 2026, its #42 holding.
  • PlanWiser Financial first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's iShares Core 10+ Year USD Bond ETF position peaked at $3.68M in Q1 2025.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.