Advisory Services Network’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Advisory Services Network’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	$166K	Buy	+3,794	New	+$168K	﹤0.01%	1920
2025 Q4	–	Sell	-293	Closed	-$13K	–	3026
2025 Q3	$13K	Buy	+293	New	+$12.8K	﹤0.01%	3161
2024 Q1	–	Sell	-283	Closed	-$12.3K	–	2528
2023 Q4	$12.3K	Buy	+283	New	+$11.7K	﹤0.01%	2766
2023 Q2	–	Sell	-248	Closed	-$10.9K	–	2504
2023 Q1	$10.9K	Sell	248 -117	-32%	-$5.09K	﹤0.01%	2834
2022 Q4	$15.6K	Buy	+365	New	+$15.5K	﹤0.01%	2634
2021 Q4	–	Sell	-4,438	Closed	-$227K	–	1452
2021 Q3	$227K	Buy	4,438 +4,125	+1,318%	+$213K	0.01%	1220
2021 Q2	$16K	Buy	+313	New	+$16K	﹤0.01%	2597
2021 Q1	–	Sell	-313	Closed	-$16K	–	2117
2020 Q4	$16K	Sell	313 -8	-2%	-$418	﹤0.01%	2221
2020 Q3	$17K	Buy	+321	New	+$16.8K	﹤0.01%	2169
2020 Q2	–	Sell	-328	Closed	-$17K	–	1868
2020 Q1	$17K	Hold	328	–	–	﹤0.01%	1953
2019 Q4	$17K	Buy	328 +194	+145%	+$9.82K	﹤0.01%	2100
2019 Q3	$7K	Hold	134	–	–	﹤0.01%	2296
2019 Q2	$7K	Sell	134 -4	-3%	-$198	﹤0.01%	2294
2019 Q1	$7K	Hold	138	–	–	﹤0.01%	1983
2018 Q4	$7K	Sell	138 -55	-28%	-$2.61K	﹤0.01%	1894
2018 Q3	$9K	Buy	193 +138	+251%	+$6.62K	﹤0.01%	1853
2018 Q2	$3K	Buy	+55	New	+$2.63K	﹤0.01%	2179

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

Advisory Services Network's IMTB Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026: 3,794 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IMTB as recently as Q3 2025.

Advisory Services Network first reported a position in IMTB in Q2 2018 and has held it in 17 quarters since. The position peaked at $227K in Q3 2021. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Advisory Services Network held 3,794 shares of iShares Core 5-10 Year USD Bond ETF worth $166K as of Q1 2026.
iShares Core 5-10 Year USD Bond ETF was a new Advisory Services Network position in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1920 holding.
Advisory Services Network first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2018 and has held it in 17 quarters since.
Advisory Services Network's iShares Core 5-10 Year USD Bond ETF position peaked at $227K in Q3 2021.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.