Daymark Wealth Partners
IMTB icon

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
Q3 		$739K Buy
17,864
+8,401
+89% +$359K 0.02% 415
2026
Q2 		$413K Buy
+9,463
New +$413K 0.01% 534

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Raymond James Financial
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Wealth Enhancement Advisory Services
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Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Daymark Wealth Partners's IMTB Position: Q3 2026 in Review

Daymark Wealth Partners increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 89% in Q3 2026, buying an estimated $359K and bringing the position to 17,864 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #415.

Daymark Wealth Partners first reported a position in IMTB in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IMTB as of Q3 2026.

  • Daymark Wealth Partners held 17,864 shares of iShares Core 5-10 Year USD Bond ETF worth $739K as of Q3 2026.
  • Daymark Wealth Partners bought 8,401 iShares Core 5-10 Year USD Bond ETF shares in Q3 2026, an estimated $359K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q3 2026, its #415 holding.
  • Daymark Wealth Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.