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

Triad 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
Q2 		– Sell
-7,074
Closed -$346K – 585
2026
Q1 		$346K Buy
+7,074
New +$353K 0.03% 360

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AWA
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CMA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Triad Wealth Partners's ILTB Position: Q2 2026 in Review

Triad Wealth Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026, closing a stake of 7,074 shares — an estimated $346K sold.

Triad Wealth Partners first reported a position in ILTB in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Triad Wealth Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 7,074 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $346K.
  • Triad Wealth Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Core 10+ Year USD Bond ETF position peaked at $346K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.