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 Q2	$98.4K	Hold	2,257	–	–	0.07%	156
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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chapman Financial Group's IMTB Position: Q2 2026 in Review

Chapman Financial Group held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 2,257 shares worth $98.4K. The position accounts for 0.07% of the portfolio, ranked #156.

Chapman Financial Group first reported a position in IMTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.8K in Q3 2025. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Chapman Financial Group held 2,257 shares of iShares Core 5-10 Year USD Bond ETF worth $98.4K as of Q2 2026.
Chapman Financial Group 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 0.07% of Chapman Financial Group's portfolio in Q2 2026, its #156 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 6 quarters since.
Chapman Financial Group's iShares Core 5-10 Year USD Bond ETF position peaked at $99.8K in Q3 2025.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.