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Kestra Advisory Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,196
Closed -$52.9K – 3726
2025
Q4 		$52.9K Buy
+1,196
New +$53K ﹤0.01% 3901

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services's IMTB Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026, closing a stake of 1,196 shares — an estimated $52.9K sold.

Kestra Advisory Services first reported a position in IMTB in Q4 2025 and held it in 1 quarter. The position peaked at $52.9K in Q4 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,196 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $52.9K.
  • Kestra Advisory Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares Core 5-10 Year USD Bond ETF position peaked at $52.9K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.