Harbour Investments’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Harbour Investments’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	$2.17K	Buy	50 +1	+2%	+$44	﹤0.01%	3992
2026 Q1	$2.16K	Hold	49	–	–	﹤0.01%	3886
2025 Q4	$2.16K	Buy	49 +1	+2%	+$44	﹤0.01%	3285
2025 Q3	$2.13K	Hold	48	–	–	﹤0.01%	3249
2025 Q2	$2.08K	Buy	48 +1	+2%	+$43	﹤0.01%	3119
2025 Q1	$2.04K	Hold	47	–	–	﹤0.01%	3081
2024 Q4	$1.98K	Buy	47 +1	+2%	+$43	﹤0.01%	3023
2024 Q3	$2.05K	Hold	46	–	–	﹤0.01%	2918
2024 Q2	$1.94K	Buy	46 +1	+2%	+$42	﹤0.01%	2821
2024 Q1	$1.93K	Hold	45	–	–	﹤0.01%	2788
2023 Q4	$1.95K	Buy	45 +1	+2%	+$42	﹤0.01%	2699
2023 Q3	$1.81K	Hold	44	–	–	﹤0.01%	2576
2023 Q2	$1.88K	Buy	44 +1	+2%	+$43	﹤0.01%	2559
2023 Q1	$1.89K	Hold	43	–	–	﹤0.01%	2570
2022 Q4	$1.83K	Buy	43 +1	+2%	+$43	﹤0.01%	2538
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	2448
2022 Q2	$2K	Buy	+42	New	+$1.9K	﹤0.01%	2448

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

Harbour Investments's IMTB Position: Q2 2026 in Review

Harbour Investments increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 2% in Q2 2026, buying an estimated $44 and bringing the position to 50 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

Harbour Investments first reported a position in IMTB in Q2 2022 and has held it in 17 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Harbour Investments held 50 shares of iShares Core 5-10 Year USD Bond ETF worth $2.17K as of Q2 2026.
Harbour Investments bought 1 iShares Core 5-10 Year USD Bond ETF share in Q2 2026, an estimated $44.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3992 holding.
Harbour Investments first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.