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

Ethos Capital 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 		$2.56M Sell
58,646
-161,592
-73% -$7.06M 1.82% 17
2026
Q1 		$9.65M Buy
220,238
+36,198
+20% +$1.6M 8.28% 3
2025
Q4 		$8.13M Buy
+184,040
New +$8.15M 7.66% 3

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
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
Envestnet Asset Management
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
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

Ethos Capital Management's IMTB Position: Q2 2026 in Review

Ethos Capital Management reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 73% in Q2 2026, selling an estimated $7.06M and leaving 58,646 shares worth $2.56M. The position accounts for 1.82% of the portfolio, ranked #17.

Ethos Capital Management first reported a position in IMTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.65M in Q1 2026. 23 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Ethos Capital Management held 58,646 shares of iShares Core 5-10 Year USD Bond ETF worth $2.56M as of Q2 2026.
  • Ethos Capital Management sold 161,592 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $7.06M.
  • iShares Core 5-10 Year USD Bond ETF made up 1.82% of Ethos Capital Management's portfolio in Q2 2026, its #17 holding.
  • Ethos Capital Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's iShares Core 5-10 Year USD Bond ETF position peaked at $9.65M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.