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Godfrey Financial Associates’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Godfrey Financial Associates’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 		$57.5K Hold
1,318
– – 0.04% 230
2026
Q1 		$57.8K Buy
1,318
+4
+0.3% +$177 0.05% 215
2025
Q4 		$58.1K Buy
+1,314
New +$58.2K 0.05% 204

Other funds holding IMTB

Mariner
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Godfrey Financial Associates's IMTB Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 1,318 shares worth $57.5K. The position accounts for 0.04% of the portfolio, ranked #230.

Godfrey Financial Associates first reported a position in IMTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.1K in Q4 2025. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Godfrey Financial Associates held 1,318 shares of iShares Core 5-10 Year USD Bond ETF worth $57.5K as of Q2 2026.
  • Godfrey Financial Associates left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #230 holding.
  • Godfrey Financial Associates first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's iShares Core 5-10 Year USD Bond ETF position peaked at $58.1K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.