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

Global Retirement 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 Q2	$8.69M	Buy	+199,344	New	+$8.7M	0.13%	155
2025 Q4	$8.53M	Buy	192,951 +49,165	+34%	+$2.18M	0.15%	130
2025 Q3	$6.36M	Buy	143,786 +13,653	+10%	+$596K	0.14%	130
2025 Q2	$5.68M	Buy	+130,133	New	+$5.6M	0.14%	139
2024 Q4	$6.9M	Buy	+162,571	New	+$7.02M	0.2%	101
2023 Q4	–	Sell	-1,624	Closed	-$65.8K	–	3416
2023 Q3	$65.8K	Hold	1,624	–	–	﹤0.01%	1128
2023 Q2	$69.9K	Hold	1,624	–	–	﹤0.01%	1106
2023 Q1	$71.4K	Hold	1,624	–	–	﹤0.01%	1066
2022 Q4	$69.4K	Hold	1,624	–	–	﹤0.01%	956
2022 Q3	$68K	Hold	1,624	–	–	0.01%	903
2022 Q2	$73K	Hold	1,624	–	–	0.01%	857
2022 Q1	$74K	Buy	+1,624	New	+$79K	0.01%	853
2021 Q4	–	Sell	-331	Closed	-$17K	–	988
2021 Q3	$17K	Hold	331	–	–	﹤0.01%	1255
2021 Q2	$17K	Hold	331	–	–	﹤0.01%	1231
2021 Q1	$17K	Hold	331	–	–	﹤0.01%	1149
2020 Q4	$17K	Hold	331	–	–	﹤0.01%	1090
2020 Q3	$17K	Hold	331	–	–	﹤0.01%	977
2020 Q2	$17K	Hold	331	–	–	﹤0.01%	952
2020 Q1	$17K	Hold	331	–	–	﹤0.01%	848
2019 Q4	$17K	Hold	331	–	–	﹤0.01%	996
2019 Q3	$17K	Hold	331	–	–	﹤0.01%	957
2019 Q2	$17K	Buy	331 +108	+48%	+$5.35K	﹤0.01%	965
2019 Q1	$11K	Hold	223	–	–	﹤0.01%	1026
2018 Q4	$11K	Buy	223 +35	+19%	+$1.66K	﹤0.01%	940
2018 Q3	$9K	Hold	188	–	–	﹤0.01%	1063
2018 Q2	$9K	Hold	188	–	–	﹤0.01%	1025
2018 Q1	$9K	Buy	188 +76	+68%	+$3.69K	﹤0.01%	990
2017 Q4	$6K	Buy	112 +55	+96%	+$2.72K	﹤0.01%	1066
2017 Q3	$3K	Buy	+57	New	+$2.84K	﹤0.01%	1091

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's IMTB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 199,344 shares worth $8.69M. The stake represents 0.13% of the portfolio and ranks #155 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IMTB as recently as Q4 2025.

Global Retirement Partners first reported a position in IMTB in Q3 2017 and has held it in 29 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Global Retirement Partners held 199,344 shares of iShares Core 5-10 Year USD Bond ETF worth $8.69M as of Q2 2026.
iShares Core 5-10 Year USD Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up 0.13% of Global Retirement Partners's portfolio in Q2 2026, its #155 holding.
Global Retirement Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2017 and has held it in 29 quarters since.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.