Golden State Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Golden State Wealth Management’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	$6.77K	Buy	154 +1	+0.7%	+$44	﹤0.01%	1166
2025 Q4	$6.78K	Sell	153 -5	-3%	-$221	﹤0.01%	1190
2025 Q3	$6.99K	Sell	158 -5	-3%	-$218	﹤0.01%	1175
2025 Q2	$7.13K	Buy	163 +2	+1%	+$86	﹤0.01%	1156
2025 Q1	$7.01K	Buy	161 +1	+0.6%	+$43	﹤0.01%	1091
2024 Q4	$6.81K	Buy	+160	New	+$6.91K	﹤0.01%	1051
2020 Q2	–	Sell	-258	Closed	-$13K	–	535
2020 Q1	$13K	Buy	+258	New	+$13.2K	0.01%	571
2019 Q4	–	Sell	-256	Closed	-$13K	–	479
2019 Q3	$13K	Buy	256 +1	+0.4%	+$51	﹤0.01%	690
2019 Q2	$12K	Buy	255 +1	+0.4%	+$50	﹤0.01%	711
2019 Q1	$13K	Buy	+254	New	+$12.3K	﹤0.01%	719

Other funds holding IMTB

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Golden State Wealth Management's IMTB Position: Q1 2026 in Review

Golden State Wealth Management increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 0.65% in Q1 2026, buying an estimated $44 and bringing the position to 154 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Golden State Wealth Management first reported a position in IMTB in Q1 2019 and has held it in 10 quarters since. The position peaked at $13K in Q1 2020. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Golden State Wealth Management held 154 shares of iShares Core 5-10 Year USD Bond ETF worth $6.77K as of Q1 2026.
Golden State Wealth Management bought 1 iShares Core 5-10 Year USD Bond ETF share in Q1 2026, an estimated $44.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1166 holding.
Golden State Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $13K in Q1 2020.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.