Arkadios Wealth Advisors ILTB ISHARES CORE 10 YEAR USD BOND ETF

Ownership history in Arkadios Wealth Advisors  ·  4 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported ISHARES CORE 10 YEAR USD BOND ETF (ILTB) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows ILTB at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ILTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in ISHARES CORE 10 YEAR USD BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ILTB was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkadios Wealth Advisors held ILTB — position size vs. price
% of Fund (quarterly)    ILTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 247,673 +155,942 +170.0% 0.18% $12.2M 2026-08-10 $47.10
2026 Q1 ADDED 91,731 +19,685 +27.3% 0.07% $4.5M 2026-05-18 $47.38
2025 Q4 ADDED 72,046 +71,872 +41305.7% 0.07% $3.6M 2026-02-13 $49.48
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arkadios Wealth Advisors and ILTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning ILTB?

Arkadios Wealth Advisors reported ILTB across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ILTB position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for ILTB was 0.18% in 2026 Q2.

What is the latest reported ILTB position on this page?

The most recent filing on this page is 2026 Q2, when Arkadios Wealth Advisors reported 247,673 shares, equal to 0.18% of portfolio, with an estimated market value of $12.2M.

What does the chart on this ILTB ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly ILTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their ILTB position?

Based on 13F filing dates vs. subsequent ILTB price moves, Arkadios Wealth Advisors correctly timed 0 out of 3 reported position changes (0%).

← Back to Arkadios Wealth Advisors Holdings