Envestnet Asset Management
IMTB icon

Envestnet Asset Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Envestnet Asset Management’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 		$778K Sell
17,847
-6,705
-27% -$293K ﹤0.01% 3781
2026
Q1 		$1.08M Buy
24,552
+2,781
+13% +$123K ﹤0.01% 3432
2025
Q4 		$962K Buy
21,771
+995
+5% +$44.1K ﹤0.01% 3292
2025
Q3 		$918K Buy
20,776
+6,795
+49% +$297K ﹤0.01% 3375
2025
Q2 		$610K Buy
13,981
+99
+0.7% +$4.26K ﹤0.01% 3557
2025
Q1 		$602K Buy
13,882
+298
+2% +$12.8K ﹤0.01% 3506
2024
Q4 		$577K Sell
13,584
-1,957
-13% -$84.5K ﹤0.01% 3508
2024
Q3 		$692K Buy
15,541
+70
+0.5% +$3.07K ﹤0.01% 3341
2024
Q2 		$659K Buy
15,471
+1,080
+8% +$45.6K ﹤0.01% 3297
2024
Q1 		$617K Buy
14,391
+5,979
+71% +$256K ﹤0.01% 3310
2023
Q4 		$366K Buy
8,412
+1,927
+30% +$80K ﹤0.01% 3498
2023
Q3 		$267K Buy
6,485
+117
+2% +$4.95K ﹤0.01% 3593
2023
Q2 		$274K Sell
6,368
-1,307
-17% -$56.8K ﹤0.01% 3529
2023
Q1 		$336K Buy
7,675
+1,534
+25% +$66.8K ﹤0.01% 3388
2022
Q4 		$263K Sell
6,141
-8,434
-58% -$359K ﹤0.01% 3514
2022
Q3 		$616K Buy
14,575
+226
+2% +$10.1K ﹤0.01% 2888
2022
Q2 		$642K Sell
14,349
-133,961
-90% -$6.07M ﹤0.01% 2913
2022
Q1 		$7.02M Sell
148,310
-2,595
-2% -$126K ﹤0.01% 1412
2021
Q4 		$7.6M Sell
150,905
-70,914
-32% -$3.6M ﹤0.01% 1350
2021
Q3 		$11.3M Buy
221,819
+13,546
+7% +$699K 0.01% 1078
2021
Q2 		$10.7M Buy
208,273
+8,670
+4% +$444K 0.01% 1091
2021
Q1 		$10.2M Buy
199,603
+25,007
+14% +$1.29M 0.01% 1026
2020
Q4 		$9.14M Sell
174,596
-41,771
-19% -$2.18M 0.01% 955
2020
Q3 		$11.3M Buy
216,367
+11,216
+5% +$588K 0.01% 770
2020
Q2 		$10.7M Buy
205,151
+105,271
+105% +$5.45M 0.01% 753
2020
Q1 		$5.12M Sell
99,880
-38,574
-28% -$1.97M 0.01% 990
2019
Q4 		$7.01M Buy
138,454
+25,766
+23% +$1.3M 0.01% 952
2019
Q3 		$5.72M Buy
112,688
+8,948
+9% +$452K 0.01% 994
2019
Q2 		$5.22M Sell
103,740
-32,799
-24% -$1.62M 0.01% 1034
2019
Q1 		$6.75M Buy
136,539
+6,444
+5% +$313K 0.01% 861
2018
Q4 		$6.25M Buy
130,095
+633
+0.5% +$30K 0.01% 792
2018
Q3 		$6.19M Buy
+129,462
New +$6.21M 0.01% 374

Other funds holding IMTB

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Envestnet Asset Management's IMTB Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 27% in Q2 2026, selling an estimated $293K and leaving 17,847 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Envestnet Asset Management first reported a position in IMTB in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.3M in Q3 2021. 23 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Envestnet Asset Management held 17,847 shares of iShares Core 5-10 Year USD Bond ETF worth $778K as of Q2 2026.
  • Envestnet Asset Management sold 6,705 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $293K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3781 holding.
  • Envestnet Asset Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Envestnet Asset Management's iShares Core 5-10 Year USD Bond ETF position peaked at $11.3M in Q3 2021.
  • 23 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.