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

Steward Partners Investment Advisory’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
Q2 		$12.3K Hold
250
– – ﹤0.01% 3632
2026
Q1 		$12.2K Hold
250
– – ﹤0.01% 3465
2025
Q4 		$12.4K Hold
250
– – ﹤0.01% 3350
2025
Q3 		$12.6K Hold
250
– – ﹤0.01% 3300
2025
Q2 		$12.4K Hold
250
– – ﹤0.01% 3119
2025
Q1 		$12.5K Hold
250
– – ﹤0.01% 2997
2024
Q4 		$12.2K Hold
250
– – ﹤0.01% 3016
2024
Q3 		$13.3K Hold
250
– – ﹤0.01% 2838
2024
Q2 		$12.4K Hold
250
– – ﹤0.01% 2731
2024
Q1 		$12.8K Hold
250
– – ﹤0.01% 2717
2023
Q4 		$13.1K Buy
+250
New +$12.1K ﹤0.01% 2587

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $237M AUM
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's ILTB Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q2 2026 at 250 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

Steward Partners Investment Advisory first reported a position in ILTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3K in Q3 2024. 75 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Steward Partners Investment Advisory held 250 shares of iShares Core 10+ Year USD Bond ETF worth $12.3K as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3632 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's iShares Core 10+ Year USD Bond ETF position peaked at $13.3K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.