Commonwealth Equity Services
IMTB icon

Commonwealth Equity Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Commonwealth Equity 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
Q1 		– Sell
-6,230
Closed -$275K – 4377
2025
Q4 		$275K Sell
6,230
-5,982
-49% -$265K ﹤0.01% 3723
2025
Q3 		$540K Buy
12,212
+45
+0.4% +$1.97K ﹤0.01% 3115
2025
Q2 		$531K Buy
12,167
+2,977
+32% +$128K ﹤0.01% 3089
2025
Q1 		$399K Buy
9,190
+121
+1% +$5.18K ﹤0.01% 3230
2024
Q4 		$385K Sell
9,069
-3,509
-28% -$151K ﹤0.01% 3184
2024
Q3 		$560K Sell
12,578
-635
-5% -$27.8K ﹤0.01% 2798
2024
Q2 		$563K Buy
13,213
+22
+0.2% +$930 ﹤0.01% 2732
2024
Q1 		$566K Buy
13,191
+4,254
+48% +$182K ﹤0.01% 2730
2023
Q4 		$389K Sell
8,937
-9,255
-51% -$384K ﹤0.01% 2951
2023
Q3 		$749K Sell
18,192
-3,173
-15% -$134K ﹤0.01% 2274
2023
Q2 		$920K Sell
21,365
-5,057
-19% -$220K ﹤0.01% 2161
2023
Q1 		$1.16K Sell
26,422
-2,104
-7% -$91.6K ﹤0.01% 1942
2022
Q4 		$1.22M Buy
+28,526
New +$1.21M ﹤0.01% 1836

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

Commonwealth Equity Services's IMTB Position: Q1 2026 in Review

Commonwealth Equity Services sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026, closing a stake of 6,230 shares — an estimated $275K sold.

Commonwealth Equity Services first reported a position in IMTB in Q4 2022 and held it in 13 quarters. The position peaked at $1.22M in Q4 2022. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Commonwealth Equity Services reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,230 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $275K.
  • Commonwealth Equity Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2022 and held it in 13 quarters.
  • Commonwealth Equity Services's iShares Core 5-10 Year USD Bond ETF position peaked at $1.22M in Q4 2022.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.