SWM
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SHP Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

SHP Wealth Management’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 		$83.6K Sell
1,706
-4,364
-72% -$217K 0.01% 414
2025
Q4 		$302K Buy
+6,070
New +$307K 0.02% 201

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 $237M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

SHP Wealth Management's ILTB Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 72% in Q1 2026, selling an estimated $217K and leaving 1,706 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #414.

SHP Wealth Management first reported a position in ILTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $302K in Q4 2025. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • SHP Wealth Management held 1,706 shares of iShares Core 10+ Year USD Bond ETF worth $83.6K as of Q1 2026.
  • SHP Wealth Management sold 4,364 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $217K.
  • iShares Core 10+ Year USD Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #414 holding.
  • SHP Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $302K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.