J. Mark Nickell & Co’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

J. Mark Nickell & Co’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	$867K	Buy	+16,311	New	+$712K	0.69%	16

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 40.91% 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

J. Mark Nickell & Co's IMTB Position: Q2 2026 in Review

J. Mark Nickell & Co opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 16,311 shares worth $867K. The stake represents 0.69% of the portfolio and ranks #16 among its holdings.

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

J. Mark Nickell & Co held 16,311 shares of iShares Core 5-10 Year USD Bond ETF worth $867K as of Q2 2026.
iShares Core 5-10 Year USD Bond ETF was a new J. Mark Nickell & Co position in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up 0.69% of J. Mark Nickell & Co's portfolio in Q2 2026, its #16 holding.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.