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Winter & Associates’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Winter & Associates’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
-4,819
Closed -$236K – 94
2026
Q1 		$236K Buy
4,819
+7
+0.1% +$349 0.21% 72
2025
Q4 		$239K Buy
+4,812
New +$243K 0.22% 71

Other funds holding ILTB

Bank of America
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
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
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

Winter & Associates's ILTB Position: Q2 2026 in Review

Winter & Associates sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2026, closing a stake of 4,819 shares — an estimated $236K sold.

Winter & Associates first reported a position in ILTB in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Winter & Associates reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 4,819 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $236K.
  • Winter & Associates first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's iShares Core 10+ Year USD Bond ETF position peaked at $239K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.