Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Cambridge Investment Research Advisors’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 		$1.43M Buy
32,768
+14,719
+82% +$643K ﹤0.01% 1823
2026
Q1 		$791K Buy
18,049
+10,356
+135% +$458K ﹤0.01% 2377
2025
Q4 		$340K Sell
7,693
-495
-6% -$21.9K ﹤0.01% 3070
2025
Q3 		$362K Buy
8,188
+2,906
+55% +$127K ﹤0.01% 2956
2025
Q2 		$230K Buy
+5,282
New +$227K ﹤0.01% 3218
2023
Q4 		– Sell
-5,338
Closed -$220K – 3248
2023
Q3 		$220K Sell
5,338
-488
-8% -$20.6K ﹤0.01% 2733
2023
Q2 		$251K Sell
5,826
-14,241
-71% -$619K ﹤0.01% 2686
2023
Q1 		$879K Sell
20,067
-7,086
-26% -$308K ﹤0.01% 1662
2022
Q4 		$1.16M Buy
27,153
+3,437
+14% +$146K 0.01% 1412
2022
Q3 		$1M Buy
23,716
+12,709
+115% +$567K 0.01% 1480
2022
Q2 		$493K Buy
11,007
+732
+7% +$33.2K ﹤0.01% 1977
2022
Q1 		$487K Sell
10,275
-5,278
-34% -$257K ﹤0.01% 2117
2021
Q4 		$784K Sell
15,553
-6,712
-30% -$340K ﹤0.01% 1752
2021
Q3 		$1.14M Buy
22,265
+16,599
+293% +$856K 0.01% 1431
2021
Q2 		$291K Buy
+5,666
New +$290K ﹤0.01% 2493

Other funds holding IMTB

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Cambridge Investment Research Advisors's IMTB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 82% in Q2 2026, buying an estimated $643K and bringing the position to 32,768 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Cambridge Investment Research Advisors first reported a position in IMTB in Q2 2021 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Cambridge Investment Research Advisors held 32,768 shares of iShares Core 5-10 Year USD Bond ETF worth $1.43M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 14,719 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $643K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1823 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.