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NewEdge Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

NewEdge Advisors’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 		$236K Buy
+5,415
New +$236K ﹤0.01% 2657
2023
Q1 		– Sell
-299
Closed -$12.8K – 3773
2022
Q4 		$12.8K Buy
+299
New +$12.7K ﹤0.01% 2289

Other funds holding IMTB

Mariner
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's IMTB Position: Q2 2026 in Review

NewEdge Advisors opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 5,415 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2657 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in IMTB as recently as Q4 2022.

NewEdge Advisors first reported a position in IMTB in Q4 2022 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • NewEdge Advisors held 5,415 shares of iShares Core 5-10 Year USD Bond ETF worth $236K as of Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF was a new NewEdge Advisors position in Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2657 holding.
  • NewEdge Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.