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 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 $85.7B AUM 24.21% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

OWA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

5T Wealth's IMTB Position: Q1 2026 in Review

5T Wealth reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 0.36% in Q1 2026, selling an estimated $3.98K and leaving 24,784 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #58.

5T Wealth first reported a position in IMTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

5T Wealth held 24,784 shares of iShares Core 5-10 Year USD Bond ETF worth $1.09M as of Q1 2026.
5T Wealth sold 90 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $3.98K.
iShares Core 5-10 Year USD Bond ETF made up 0.43% of 5T Wealth's portfolio in Q1 2026, its #58 holding.
5T Wealth first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
5T Wealth's iShares Core 5-10 Year USD Bond ETF position peaked at $1.1M in Q4 2025.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.