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

OneDigital Investment 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	$6.86M	Buy	+157,263	New	+$6.87M	0.06%	260

Other funds holding IMTB

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

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

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

OneDigital Investment Advisors's IMTB Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026: 157,263 shares worth $6.86M. The stake represents 0.06% of the portfolio and ranks #260 among its holdings.

30 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

OneDigital Investment Advisors held 157,263 shares of iShares Core 5-10 Year USD Bond ETF worth $6.86M as of Q2 2026.
iShares Core 5-10 Year USD Bond ETF was a new OneDigital Investment Advisors position in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #260 holding.
30 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.