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 Q2	$5.95K	Sell	136 -18	-12%	-$786	﹤0.01%	1223
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	–	582
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 $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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Golden State Wealth Management's IMTB Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 12% in Q2 2026, selling an estimated $786 and leaving 136 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Golden State Wealth Management first reported a position in IMTB in Q1 2019 and has held it in 11 quarters since. The position peaked at $13K in Q1 2020. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Golden State Wealth Management held 136 shares of iShares Core 5-10 Year USD Bond ETF worth $5.95K as of Q2 2026.
Golden State Wealth Management sold 18 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $786.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1223 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 11 quarters since.
Golden State Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $13K in Q1 2020.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.