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Charis Legacy Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Charis Legacy Partners’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 		$310K Hold
7,100
– – 0.38% 24
2026
Q1 		$311K Hold
7,100
– – 0.46% 23
2025
Q4 		$314K Hold
7,100
– – 0.46% 21
2025
Q3 		$314K Hold
7,100
– – 0.47% 25
2025
Q2 		$310K Hold
7,100
– – 0.51% 24
2025
Q1 		$308K Buy
+7,100
New +$304K 0.58% 23

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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

Charis Legacy Partners's IMTB Position: Q2 2026 in Review

Charis Legacy Partners held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 7,100 shares worth $310K. The position accounts for 0.38% of the portfolio, ranked #24.

Charis Legacy Partners first reported a position in IMTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $314K in Q3 2025. 17 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Charis Legacy Partners held 7,100 shares of iShares Core 5-10 Year USD Bond ETF worth $310K as of Q2 2026.
  • Charis Legacy Partners 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 0.38% of Charis Legacy Partners's portfolio in Q2 2026, its #24 holding.
  • Charis Legacy Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Charis Legacy Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $314K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.