Newbridge Financial Services Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Newbridge Financial Services Group’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	$32.4K	Hold	744	–	–	﹤0.01%	590
2026 Q1	$32.6K	Hold	744	–	–	0.01%	533
2025 Q4	$32.9K	Hold	744	–	–	0.01%	529
2025 Q3	$32.9K	Hold	744	–	–	﹤0.01%	613
2025 Q2	$32.5K	Hold	744	–	–	0.01%	594
2025 Q1	$32.3K	Hold	744	–	–	0.01%	460
2024 Q4	$31.6K	Hold	744	–	–	0.01%	513
2024 Q3	$33.1K	Hold	744	–	–	0.01%	308
2024 Q2	$31.7K	Hold	744	–	–	0.01%	484
2024 Q1	$31.9K	Hold	744	–	–	0.01%	503
2023 Q4	$32.4K	Buy	+744	New	+$30.9K	0.02%	496

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newbridge Financial Services Group's IMTB Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 744 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Newbridge Financial Services Group first reported a position in IMTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.1K in Q3 2024. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Newbridge Financial Services Group held 744 shares of iShares Core 5-10 Year USD Bond ETF worth $32.4K as of Q2 2026.
Newbridge Financial Services Group 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 ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #590 holding.
Newbridge Financial Services Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Newbridge Financial Services Group's iShares Core 5-10 Year USD Bond ETF position peaked at $33.1K in Q3 2024.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.