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Safeguard Investment Advisory Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Safeguard Investment Advisory Group’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 		$744K Sell
15,193
-1,342
-8% -$66.9K 0.21% 53
2025
Q4 		$822K Sell
16,535
-2,721
-14% -$137K 0.21% 48
2025
Q3 		$972K Sell
19,256
-2,697
-12% -$133K 0.24% 42
2025
Q2 		$1.08M Sell
21,953
-1,200
-5% -$58.1K 0.27% 40
2025
Q1 		$1.16M Sell
23,153
-1,141
-5% -$56.3K 0.31% 35
2024
Q4 		$1.18M Sell
24,294
-1,374
-5% -$69.5K 0.32% 33
2024
Q3 		$1.37M Sell
25,668
-11,727
-31% -$609K 0.39% 26
2024
Q2 		$1.86M Sell
37,395
-3,317
-8% -$164K 0.58% 19
2024
Q1 		$2.08M Sell
40,712
-46,915
-54% -$2.39M 0.71% 16
2023
Q4 		$4.61M Sell
87,627
-1,094
-1% -$52.8K 1.73% 10
2023
Q3 		$4.19M Sell
88,721
-1,764
-2% -$88.4K 1.83% 10
2023
Q2 		$4.76M Sell
90,485
-1,802
-2% -$94.8K 2.03% 9
2023
Q1 		$4.96M Sell
92,287
-2,416
-3% -$128K 2.39% 9
2022
Q4 		$4.82M Sell
94,703
-5,186
-5% -$263K 2.97% 10
2022
Q3 		$5.01M Sell
99,889
-7,718
-7% -$426K 3.43% 5
2022
Q2 		$6.89M Hold
107,607
– – 4.24% 4
2022
Q1 		$6.89M Sell
107,607
-19,332
-15% -$1.29M 4.7% 4
2021
Q4 		$9.16M Buy
126,939
+6,112
+5% +$441K 5.34% 3
2021
Q3 		$8.65M Buy
120,827
+11,171
+10% +$820K 5.6% 3
2021
Q2 		$7.92M Buy
109,656
+21,323
+24% +$1.5M 5.64% 3
2021
Q1 		$6.05M Buy
88,333
+56,002
+173% +$4.01M 5.41% 4
2020
Q4 		$2.47M Buy
+32,331
New +$2.44M 2.19% 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 $21.5B AUM 26.98% 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

Safeguard Investment Advisory Group's ILTB Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 8.1% in Q1 2026, selling an estimated $66.9K and leaving 15,193 shares worth $744K. The position accounts for 0.21% of the portfolio, ranked #53.

Safeguard Investment Advisory Group first reported a position in ILTB in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.16M in Q4 2021. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Safeguard Investment Advisory Group held 15,193 shares of iShares Core 10+ Year USD Bond ETF worth $744K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 1,342 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $66.9K.
  • iShares Core 10+ Year USD Bond ETF made up 0.21% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #53 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's iShares Core 10+ Year USD Bond ETF position peaked at $9.16M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.