TS Financial Group (TSFG)’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

TS Financial Group (TSFG)’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	$285K	Sell	5,791 -418	-7%	-$20.5K	0.04%	160
2026 Q1	$304K	Sell	6,209 -1,105	-15%	-$55.1K	0.05%	146
2025 Q4	$364K	Sell	7,314 -86	-1%	-$4.34K	0.05%	133
2025 Q3	$374K	Buy	7,400 +11	+0.1%	+$544	0.06%	131
2025 Q2	$365K	Buy	7,389 +11	+0.1%	+$533	0.07%	128
2025 Q1	$369K	Sell	7,378 -859	-10%	-$42.4K	0.08%	117
2024 Q4	$401K	Buy	8,237 +14	+0.2%	+$709	0.08%	109
2024 Q3	$438K	Sell	8,223 -278	-3%	-$14.4K	0.1%	105
2024 Q2	$423K	Sell	8,501 -330	-4%	-$16.4K	0.1%	103
2024 Q1	$451K	Buy	+8,831	New	+$450K	0.11%	99

Other funds holding ILTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TS Financial Group (TSFG)'s ILTB Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 6.7% in Q2 2026, selling an estimated $20.5K and leaving 5,791 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #160.

TS Financial Group (TSFG) first reported a position in ILTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $451K in Q1 2024. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

TS Financial Group (TSFG) held 5,791 shares of iShares Core 10+ Year USD Bond ETF worth $285K as of Q2 2026.
TS Financial Group (TSFG) sold 418 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $20.5K.
iShares Core 10+ Year USD Bond ETF made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #160 holding.
TS Financial Group (TSFG) first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
TS Financial Group (TSFG)'s iShares Core 10+ Year USD Bond ETF position peaked at $451K in Q1 2024.
88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.