First National Corp’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

First National Corp’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
2025 Q3	$11.3M	Sell	255,724 -3,967	-2%	-$173K	2.14%	14
2025 Q2	$11.3M	Buy	+259,691	New	+$11.2M	2.28%	14

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OWA

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First National Corp's IMTB Position: Q3 2025 in Review

First National Corp reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 1.5% in Q3 2025, selling an estimated $173K and leaving 255,724 shares worth $11.3M. The position accounts for 2.14% of the portfolio, ranked #14.

First National Corp first reported a position in IMTB in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.3M in Q2 2025. 54 funds tracked by Wall St. Rank hold IMTB as of Q3 2025.

First National Corp held 255,724 shares of iShares Core 5-10 Year USD Bond ETF worth $11.3M as of Q3 2025.
First National Corp sold 3,967 iShares Core 5-10 Year USD Bond ETF shares in Q3 2025, an estimated $173K.
iShares Core 5-10 Year USD Bond ETF made up 2.14% of First National Corp's portfolio in Q3 2025, its #14 holding.
First National Corp first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2025 and has held it in 2 quarters since.
First National Corp's iShares Core 5-10 Year USD Bond ETF position peaked at $11.3M in Q2 2025.
54 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.