NBC Securities’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

NBC Securities’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	$39.4K	Hold	900	–	–	﹤0.01%	1407
2025 Q4	$39.8K	Hold	900	–	–	﹤0.01%	1451
2025 Q3	$39.8K	Hold	900	–	–	﹤0.01%	1422
2025 Q2	$39K	Hold	900	–	–	﹤0.01%	1412
2025 Q1	$39K	Buy	+900	New	+$38.5K	﹤0.01%	1238
2024 Q4	–	Sell	-900	Closed	-$40K	–	1651
2024 Q3	$40K	Hold	900	–	–	﹤0.01%	1238
2024 Q2	$38K	Hold	900	–	–	﹤0.01%	1223
2024 Q1	$38K	Hold	900	–	–	﹤0.01%	1211
2023 Q4	$39K	Hold	900	–	–	﹤0.01%	1205
2023 Q3	$37K	Buy	+900	New	+$38K	﹤0.01%	1221

Other funds holding IMTB

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBC Securities's IMTB Position: Q1 2026 in Review

NBC Securities held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 900 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

NBC Securities first reported a position in IMTB in Q3 2023 and has held it in 10 quarters since. The position peaked at $40K in Q3 2024. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

NBC Securities held 900 shares of iShares Core 5-10 Year USD Bond ETF worth $39.4K as of Q1 2026.
NBC Securities left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #1407 holding.
NBC Securities first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2023 and has held it in 10 quarters since.
NBC Securities's iShares Core 5-10 Year USD Bond ETF position peaked at $40K in Q3 2024.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.