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 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 $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

Newbridge Financial Services Group's IMTB Position: Q1 2026 in Review

Newbridge Financial Services Group held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 744 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #533.

Newbridge Financial Services Group first reported a position in IMTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.1K in Q3 2024. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Newbridge Financial Services Group held 744 shares of iShares Core 5-10 Year USD Bond ETF worth $32.6K as of Q1 2026.
Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q1 2026, its #533 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 10 quarters since.
Newbridge Financial Services Group's iShares Core 5-10 Year USD Bond ETF position peaked at $33.1K 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 Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.