Kopp Family Office’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Kopp Family Office’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	$39.7K	Hold	911	–	–	0.02%	27
2026 Q1	$39.9K	Hold	911	–	–	0.03%	20
2025 Q4	$40.3K	Hold	911	–	–	0.03%	20
2025 Q3	$40.3K	Hold	911	–	–	0.03%	25
2025 Q2	$39.7K	Hold	911	–	–	0.03%	26
2025 Q1	$39.5K	Hold	911	–	–	0.03%	27
2024 Q4	$39K	Buy	911 +77	+9%	+$3.32K	0.02%	20
2024 Q3	$37K	Hold	834	–	–	0.02%	20
2024 Q2	$36K	Hold	834	–	–	0.02%	19
2024 Q1	$36K	Hold	834	–	–	0.02%	19
2023 Q4	$36K	Hold	834	–	–	0.02%	19
2023 Q3	$34K	Hold	834	–	–	0.02%	19
2023 Q2	$36K	Hold	834	–	–	0.02%	20
2023 Q1	$37K	Hold	834	–	–	0.02%	20
2022 Q4	$36K	Hold	834	–	–	0.02%	21
2022 Q3	$35K	Hold	834	–	–	0.03%	12
2022 Q2	$37K	Hold	834	–	–	0.03%	12
2022 Q1	$39K	Hold	834	–	–	0.02%	12
2021 Q4	$42K	Buy	834 +70	+9%	+$3.55K	0.02%	12
2021 Q3	$39K	Hold	764	–	–	0.02%	13
2021 Q2	$39K	Hold	764	–	–	0.02%	12
2021 Q1	$39K	Hold	764	–	–	0.02%	10
2020 Q4	$40K	Hold	764	–	–	0.02%	10
2020 Q3	$40K	Buy	+764	New	+$40.1K	0.02%	10

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kopp Family Office's IMTB Position: Q2 2026 in Review

Kopp Family Office held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 911 shares worth $39.7K. The position accounts for 0.02% of the portfolio, ranked #27.

Kopp Family Office first reported a position in IMTB in Q3 2020 and has held it in 24 quarters since. The position peaked at $42K in Q4 2021. 8 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Kopp Family Office held 911 shares of iShares Core 5-10 Year USD Bond ETF worth $39.7K as of Q2 2026.
Kopp Family Office 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 Kopp Family Office's portfolio in Q2 2026, its #27 holding.
Kopp Family Office first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kopp Family Office's iShares Core 5-10 Year USD Bond ETF position peaked at $42K in Q4 2021.
8 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.