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

Daymark Wealth 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	$413K	Buy	+9,463	New	+$413K	0.01%	534

Other funds holding IMTB

OWA

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

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Daymark Wealth Partners's IMTB Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 9,463 shares worth $413K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings.

23 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Daymark Wealth Partners held 9,463 shares of iShares Core 5-10 Year USD Bond ETF worth $413K as of Q2 2026.
iShares Core 5-10 Year USD Bond ETF was a new Daymark Wealth Partners position in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #534 holding.
23 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.