JGP Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

JGP 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	$251K	Hold	5,756	–	–	0.02%	208
2026 Q1	$252K	Hold	5,756	–	–	0.03%	198
2025 Q4	$254K	Hold	5,756	–	–	0.03%	203
2025 Q3	$254K	Hold	5,756	–	–	0.03%	184
2025 Q2	$251K	Hold	5,756	–	–	0.03%	179
2025 Q1	$250K	Hold	5,756	–	–	0.03%	172
2024 Q4	$244K	Hold	5,756	–	–	0.03%	168
2024 Q3	$256K	Hold	5,756	–	–	0.03%	160
2024 Q2	$245K	Hold	5,756	–	–	0.04%	156
2024 Q1	$247K	Hold	5,756	–	–	0.04%	157
2023 Q4	$250K	Hold	5,756	–	–	0.04%	153
2023 Q3	$237K	Hold	5,756	–	–	0.04%	140
2023 Q2	$248K	Hold	5,756	–	–	0.04%	139
2023 Q1	$252K	Hold	5,756	–	–	0.04%	134
2022 Q4	$246K	Hold	5,756	–	–	0.05%	134
2022 Q3	$242K	Hold	5,756	–	–	0.05%	133
2022 Q2	$258K	Hold	5,756	–	–	0.05%	129
2022 Q1	$266K	Buy	5,756 +1,305	+29%	+$63.5K	0.05%	142
2021 Q4	$223K	Buy	+4,451	New	+$226K	0.04%	154

Other funds holding IMTB

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

CLP

Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

JGP Wealth Management's IMTB Position: Q2 2026 in Review

JGP Wealth Management held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 5,756 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #208.

JGP Wealth Management first reported a position in IMTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $266K in Q1 2022. 17 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

JGP Wealth Management held 5,756 shares of iShares Core 5-10 Year USD Bond ETF worth $251K as of Q2 2026.
JGP Wealth Management left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #208 holding.
JGP Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
JGP Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $266K in Q1 2022.
17 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.