Lake Hills Wealth Management, LLC ILF β€” ISHARES TR

Ownership history in Lake Hills Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Lake Hills Wealth Management, LLC reported ISHARES TR (ILF) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 2.88% in 2026 Q2. The latest visible filing shows ILF at 2.88% 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.

What this ILF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lake Hills Wealth Management, LLC's position in ISHARES TR, 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

ILF was reported at 2.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.88% 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
2026 Q2 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 Lake Hills Wealth Management, LLC held ILF β€” position size vs. price
% of Fund (quarterly)    ILF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 188,017 β€” β€” 2.88% $6.3M 2026-07-07 $33.78

🏒 Other funds also holding ILF

As of 2026 Q2 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.16% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.04% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Lake Hills Wealth Management, LLC and ILF

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

How long has Lake Hills Wealth Management, LLC reported owning ILF?

Lake Hills Wealth Management, LLC reported ILF across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported ILF position in Lake Hills Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ILF was 2.88% in 2026 Q2.

What is the latest reported ILF position on this page?

The most recent filing on this page is 2026 Q2, when Lake Hills Wealth Management, LLC reported 188,017 shares, equal to 2.88% of portfolio, with an estimated market value of $6.3M.

What does the chart on this ILF ownership page compare?

The chart compares Lake Hills Wealth Management, LLC's quarterly ILF 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.

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