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Howe & Rusling’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-1,362
Closed -$57.8K – 447
2024
Q4 		$57.8K Buy
+1,362
New +$58.8K 0.01% 306

Other funds holding IMTB

Mariner
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howe & Rusling's IMTB Position: Q1 2025 in Review

Howe & Rusling sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2025, closing a stake of 1,362 shares — an estimated $57.8K sold.

Howe & Rusling first reported a position in IMTB in Q4 2024 and held it in 1 quarter. The position peaked at $57.8K in Q4 2024. 48 funds tracked by Wall St. Rank hold IMTB as of Q1 2025.

  • Howe & Rusling reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 1,362 iShares Core 5-10 Year USD Bond ETF shares in Q1 2025, an estimated $57.8K.
  • Howe & Rusling first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Howe & Rusling's iShares Core 5-10 Year USD Bond ETF position peaked at $57.8K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.