Comprehensive Money Management Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Comprehensive Money Management 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	$209K	Hold	4,785	–	–	0.13%	190
2026 Q1	$210K	Buy	+4,785	New	+$211K	0.14%	185

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

Comprehensive Money Management Services's IMTB Position: Q2 2026 in Review

Comprehensive Money Management Services held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 4,785 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #190.

Comprehensive Money Management Services first reported a position in IMTB in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Comprehensive Money Management Services held 4,785 shares of iShares Core 5-10 Year USD Bond ETF worth $209K as of Q2 2026.
Comprehensive Money Management 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 0.13% of Comprehensive Money Management Services's portfolio in Q2 2026, its #190 holding.
Comprehensive Money Management Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
Comprehensive Money Management Services's iShares Core 5-10 Year USD Bond ETF position peaked at $210K in Q1 2026.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.