MML Investors Services
IMTB icon

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

MML Investors 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
Q2 		$440K Buy
10,098
+2,334
+30% +$102K ﹤0.01% 2559
2026
Q1 		$340K Sell
7,764
-2,911
-27% -$129K ﹤0.01% 2476
2025
Q4 		$472K Sell
10,675
-311
-3% -$13.8K ﹤0.01% 2296
2025
Q3 		$486K Buy
10,986
+216
+2% +$9.43K ﹤0.01% 2193
2025
Q2 		$470K Buy
10,770
+416
+4% +$17.9K ﹤0.01% 2133
2025
Q1 		$449K Sell
10,354
-497
-5% -$21.3K ﹤0.01% 2055
2024
Q4 		$461K Sell
10,851
-1,997
-16% -$86.2K ﹤0.01% 1963
2024
Q3 		$572K Buy
12,848
+8
+0.1% +$350 ﹤0.01% 1782
2024
Q2 		$547K Buy
12,840
+882
+7% +$37.3K ﹤0.01% 1730
2024
Q1 		$513K Buy
11,958
+6,228
+109% +$267K ﹤0.01% 1772
2023
Q4 		$249K Buy
5,730
+813
+17% +$33.8K ﹤0.01% 2167
2023
Q3 		$202K Buy
4,917
+17
+0.3% +$719 ﹤0.01% 2148
2023
Q2 		$211K Buy
+4,900
New +$213K ﹤0.01% 2141
2022
Q4 		– Sell
-5,289
Closed -$223K – 2190
2022
Q3 		$223K Buy
5,289
+75
+1% +$3.35K ﹤0.01% 1868
2022
Q2 		$233K Buy
+5,214
New +$236K ﹤0.01% 1821

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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services's IMTB Position: Q2 2026 in Review

MML Investors Services increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 30% in Q2 2026, buying an estimated $102K and bringing the position to 10,098 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

MML Investors Services first reported a position in IMTB in Q2 2022 and has held it in 15 quarters since. The position peaked at $572K in Q3 2024. 30 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • MML Investors Services held 10,098 shares of iShares Core 5-10 Year USD Bond ETF worth $440K as of Q2 2026.
  • MML Investors Services bought 2,334 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2559 holding.
  • MML Investors Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • MML Investors Services's iShares Core 5-10 Year USD Bond ETF position peaked at $572K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.