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Retirement Wealth Solutions’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-153
Closed -$7.6K – 841
2025
Q4 		$7.6K Buy
+153
New +$7.73K ﹤0.01% 254

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

Retirement Wealth Solutions's ILTB Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2026, closing a stake of 153 shares — an estimated $7.6K sold.

Retirement Wealth Solutions first reported a position in ILTB in Q4 2025 and held it in 1 quarter. The position peaked at $7.6K in Q4 2025. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 153 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $7.6K.
  • Retirement Wealth Solutions first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • Retirement Wealth Solutions's iShares Core 10+ Year USD Bond ETF position peaked at $7.6K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.