CMMS
IMTB icon

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
Q1 		$210K Buy
+4,785
New +$211K 0.14% 185

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

Comprehensive Money Management Services's IMTB Position: Q1 2026 in Review

Comprehensive Money Management Services opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026: 4,785 shares worth $210K. The stake represents 0.14% of the portfolio and ranks #185 among its holdings.

61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Comprehensive Money Management Services held 4,785 shares of iShares Core 5-10 Year USD Bond ETF worth $210K as of Q1 2026.
  • iShares Core 5-10 Year USD Bond ETF was a new Comprehensive Money Management Services position in Q1 2026.
  • iShares Core 5-10 Year USD Bond ETF made up 0.14% of Comprehensive Money Management Services's portfolio in Q1 2026, its #185 holding.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.