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
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 $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

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's IMTB Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 34% in Q4 2025, buying an estimated $2.18M and bringing the position to 192,951 shares worth $8.53M. The position accounts for 0.15% of the portfolio, ranked #130.

Global Retirement Partners first reported a position in IMTB in Q3 2017 and has held it in 28 quarters since. 56 funds tracked by Wall St. Rank hold IMTB as of Q4 2025.

Global Retirement Partners held 192,951 shares of iShares Core 5-10 Year USD Bond ETF worth $8.53M as of Q4 2025.
Global Retirement Partners bought 49,165 iShares Core 5-10 Year USD Bond ETF shares in Q4 2025, an estimated $2.18M.
iShares Core 5-10 Year USD Bond ETF made up 0.15% of Global Retirement Partners's portfolio in Q4 2025, its #130 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 28 quarters since.
56 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.