AssetMark Inc
IMTB icon

AssetMark Inc’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

AssetMark Inc’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
2025
Q4 		– Sell
-3
Closed -$133 – 3425
2025
Q3 		$133 Buy
+3
New +$131 ﹤0.01% 3105
2020
Q1 		– Sell
-62
Closed -$3K – 1444
2019
Q4 		$3K Buy
+62
New +$3.14K ﹤0.01% 1175

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's IMTB Position: Q4 2025 in Review

AssetMark Inc sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2025, closing a stake of 3 shares — an estimated $133 sold.

AssetMark Inc first reported a position in IMTB in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 56 funds tracked by Wall St. Rank hold IMTB as of Q4 2025.

  • AssetMark Inc reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • AssetMark Inc sold 3 iShares Core 5-10 Year USD Bond ETF shares in Q4 2025, an estimated $133.
  • AssetMark Inc first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2019 and held it in 2 quarters.
  • AssetMark Inc's iShares Core 5-10 Year USD Bond ETF position peaked at $3K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.