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Summit Wealth Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Summit Wealth Partners’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 		$827K Sell
16,894
-2,173
-11% -$108K 0.13% 118
2025
Q4 		$948K Sell
19,067
-5,230
-22% -$264K 0.18% 83
2025
Q3 		$1.23M Sell
24,297
-9,221
-28% -$456K 0.22% 75
2025
Q2 		$1.66M Sell
33,518
-30,659
-48% -$1.48M 0.32% 58
2025
Q1 		$3.21M Sell
64,177
-7,188
-10% -$355K 0.65% 40
2024
Q4 		$3.47M Buy
71,365
+14,813
+26% +$750K 0.71% 35
2024
Q3 		$3.01M Buy
56,552
+3,127
+6% +$162K 0.58% 39
2024
Q2 		$2.66M Buy
53,425
+21,248
+66% +$1.05M 0.55% 39
2024
Q1 		$1.64M Buy
32,177
+12,366
+62% +$630K 0.35% 54
2023
Q4 		$1.04M Buy
19,811
+363
+2% +$17.5K 0.24% 67
2023
Q3 		$919K Sell
19,448
-123
-0.6% -$6.17K 0.23% 65
2023
Q2 		$1.03M Buy
19,571
+431
+2% +$22.7K 0.26% 61
2023
Q1 		$1.03M Buy
19,140
+46
+0.2% +$2.44K 0.26% 62
2022
Q4 		$972K Sell
19,094
-1,152
-6% -$58.4K 0.26% 62
2022
Q3 		$1.02M Sell
20,246
-1,859
-8% -$103K 0.29% 57
2022
Q2 		$1.23M Sell
22,105
-1,750
-7% -$101K 0.33% 48
2022
Q1 		$1.53M Buy
23,855
+869
+4% +$57.9K 0.35% 42
2021
Q4 		$1.66M Buy
22,986
+1,236
+6% +$89.2K 0.36% 44
2021
Q3 		$1.56M Buy
21,750
+56
+0.3% +$4.11K 0.37% 43
2021
Q2 		$1.57M Buy
21,694
+1,342
+7% +$94.2K 0.37% 42
2021
Q1 		$1.4M Buy
20,352
+932
+5% +$66.8K 0.36% 44
2020
Q4 		$1.48M Buy
19,420
+7,266
+60% +$549K 0.4% 39
2020
Q3 		$918K Sell
12,154
-1,046
-8% -$80.4K 0.28% 59
2020
Q2 		$990K Buy
13,200
+25
+0.2% +$1.83K 0.32% 55
2020
Q1 		$938K Sell
13,175
-2,188
-14% -$154K 0.38% 42
2019
Q4 		$1.05M Buy
+15,363
New +$1.05M 0.36% 45

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

Summit Wealth Partners's ILTB Position: Q1 2026 in Review

Summit Wealth Partners reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 11% in Q1 2026, selling an estimated $108K and leaving 16,894 shares worth $827K. The position accounts for 0.13% of the portfolio, ranked #118.

Summit Wealth Partners first reported a position in ILTB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.47M in Q4 2024. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Summit Wealth Partners held 16,894 shares of iShares Core 10+ Year USD Bond ETF worth $827K as of Q1 2026.
  • Summit Wealth Partners sold 2,173 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $108K.
  • iShares Core 10+ Year USD Bond ETF made up 0.13% of Summit Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • Summit Wealth Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Core 10+ Year USD Bond ETF position peaked at $3.47M in Q4 2024.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.