Focus Partners Wealth
IMTB icon

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

Focus Partners Wealth’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
Q1 		$500K Hold
11,407
– – ﹤0.01% 1930
2025
Q4 		$504K Hold
11,407
– – ﹤0.01% 1947
2025
Q3 		$504K Hold
11,407
– – ﹤0.01% 1610
2025
Q2 		$498K Buy
+11,407
New +$491K ﹤0.01% 1447

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth's IMTB Position: Q1 2026 in Review

Focus Partners Wealth held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 11,407 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Focus Partners Wealth first reported a position in IMTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $504K in Q3 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Focus Partners Wealth held 11,407 shares of iShares Core 5-10 Year USD Bond ETF worth $500K as of Q1 2026.
  • Focus Partners Wealth left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1930 holding.
  • Focus Partners Wealth first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's iShares Core 5-10 Year USD Bond ETF position peaked at $504K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.