IA
IMTB icon

IFP Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

IFP Advisors’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 		$2.22M Buy
+50,992
New +$2.23M 0.04% 457

Other funds holding IMTB

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IFP Advisors's IMTB Position: Q2 2026 in Review

IFP Advisors opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 50,992 shares worth $2.22M. The stake represents 0.04% of the portfolio and ranks #457 among its holdings.

10 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • IFP Advisors held 50,992 shares of iShares Core 5-10 Year USD Bond ETF worth $2.22M as of Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF was a new IFP Advisors position in Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #457 holding.
  • 10 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.