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Chapman Financial Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Chapman Financial Group’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 		$98.9K Hold
2,257
– – 0.07% 155
2025
Q4 		$99.8K Hold
2,257
– – 0.07% 155
2025
Q3 		$99.8K Hold
2,257
– – 0.07% 155
2025
Q2 		$98.5K Buy
+2,257
New +$97.1K 0.08% 124
2024
Q4 		$95.8K Buy
+2,257
New +$97.4K 0.08% 130

Other funds holding IMTB

Mariner
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chapman Financial Group's IMTB Position: Q1 2026 in Review

Chapman Financial Group held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 2,257 shares worth $98.9K. The position accounts for 0.07% of the portfolio, ranked #155.

Chapman Financial Group first reported a position in IMTB in Q4 2024 and has held it in 5 quarters since. The position peaked at $99.8K in Q3 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Chapman Financial Group held 2,257 shares of iShares Core 5-10 Year USD Bond ETF worth $98.9K as of Q1 2026.
  • Chapman Financial Group left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 5-10 Year USD Bond ETF made up 0.07% of Chapman Financial Group's portfolio in Q1 2026, its #155 holding.
  • Chapman Financial Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's iShares Core 5-10 Year USD Bond ETF position peaked at $99.8K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.