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

Capital Investment Advisory Services’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 		$21.8K Hold
500
– – ﹤0.01% 1074
2026
Q1 		$21.9K Hold
500
– – ﹤0.01% 984
2025
Q4 		$22.1K Hold
500
– – ﹤0.01% 948
2025
Q3 		$22.1K Buy
+500
New +$21.8K ﹤0.01% 891

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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Capital Investment Advisory Services's IMTB Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 500 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Capital Investment Advisory Services first reported a position in IMTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q3 2025. 15 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Capital Investment Advisory Services held 500 shares of iShares Core 5-10 Year USD Bond ETF worth $21.8K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1074 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Capital Investment Advisory Services's iShares Core 5-10 Year USD Bond ETF position peaked at $22.1K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.