Spurstone Advisory Services’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Spurstone Advisory Services’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 Q3	$626	Hold	14	–	–	0.01%	74
2026 Q2	$684	Hold	14	–	–	0.01%	73
2026 Q1	$686	Hold	14	–	–	0.01%	54
2025 Q4	$696	Hold	14	–	–	0.01%	72
2025 Q3	$706	Hold	14	–	–	0.01%	89
2025 Q2	$691	Hold	14	–	–	0.01%	113
2025 Q1	$700	Buy	+14	New	+$691	0.01%	78

Other funds holding ILTB

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Veratis Advisors Cary, North Carolina $132M AUM

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Spurstone Advisory Services's ILTB Position: Q3 2026 in Review

Spurstone Advisory Services held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q3 2026 at 14 shares worth $626. The position accounts for 0.01% of the portfolio, ranked #74.

Spurstone Advisory Services first reported a position in ILTB in Q1 2025 and has held it in 7 quarters since. The position peaked at $706 in Q3 2025. 28 funds tracked by Wall St. Rank hold ILTB as of Q3 2026.

Spurstone Advisory Services held 14 shares of iShares Core 10+ Year USD Bond ETF worth $626 as of Q3 2026.
Spurstone Advisory Services left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 10+ Year USD Bond ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #74 holding.
Spurstone Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $706 in Q3 2025.
28 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.