Action Point Financial Planning’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Action Point Financial Planning’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	$45	Buy	+1	New	+$44	﹤0.01%	2757

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 40.91% 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

Action Point Financial Planning's IMTB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 1 share worth $45. The stake represents ﹤0.01% of the portfolio and ranks #2757 among its holdings.

63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Action Point Financial Planning held 1 share of iShares Core 5-10 Year USD Bond ETF worth $45 as of Q2 2026.
iShares Core 5-10 Year USD Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2757 holding.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.