5T Wealth’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

5T Wealth’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$594K	Sell	13,631 -11,153	-45%	-$487K	0.22%	91
2026 Q1	$1.09M	Sell	24,784 -90	-0.4%	-$3.98K	0.43%	58
2025 Q4	$1.1M	Buy	24,874 +486	+2%	+$21.5K	0.44%	57
2025 Q3	$1.08M	Buy	24,388 +9,645	+65%	+$421K	0.47%	57
2025 Q2	$643K	Buy	14,743 +7,602	+106%	+$327K	0.31%	70
2025 Q1	$310K	Sell	7,141 -1,257	-15%	-$53.8K	0.17%	86
2024 Q4	$356K	Buy	+8,398	New	+$363K	0.19%	83

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

5T Wealth's IMTB Position: Q2 2026 in Review

5T Wealth reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 45% in Q2 2026, selling an estimated $487K and leaving 13,631 shares worth $594K. The position accounts for 0.22% of the portfolio, ranked #91.

5T Wealth first reported a position in IMTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

5T Wealth held 13,631 shares of iShares Core 5-10 Year USD Bond ETF worth $594K as of Q2 2026.
5T Wealth sold 11,153 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $487K.
iShares Core 5-10 Year USD Bond ETF made up 0.22% of 5T Wealth's portfolio in Q2 2026, its #91 holding.
5T Wealth first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares Core 5-10 Year USD Bond ETF position peaked at $1.1M in Q4 2025.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.