Osaic Holdings
IMTB icon

Osaic Holdings’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Osaic Holdings’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 		$1.69M Buy
38,805
+3,611
+10% +$158K ﹤0.01% 2463
2026
Q1 		$1.54M Buy
35,194
+2,966
+9% +$131K ﹤0.01% 2293
2025
Q4 		$1.43M Sell
32,228
-1,197
-4% -$53K ﹤0.01% 2370
2025
Q3 		$1.48M Buy
33,425
+4,343
+15% +$190K ﹤0.01% 2441
2025
Q2 		$1.27M Buy
29,082
+5,455
+23% +$235K ﹤0.01% 2307
2025
Q1 		$1.03M Buy
23,627
+6,745
+40% +$289K ﹤0.01% 2225
2024
Q4 		$718K Buy
16,882
+3,188
+23% +$138K ﹤0.01% 2470
2024
Q3 		$611K Buy
13,694
+2,094
+18% +$91.7K ﹤0.01% 2678
2024
Q2 		$496K Buy
11,600
+475
+4% +$20.1K ﹤0.01% 2775
2024
Q1 		$479K Buy
11,125
+750
+7% +$32.1K ﹤0.01% 2972
2023
Q4 		$452K Sell
10,375
-9,299
-47% -$386K ﹤0.01% 3251
2023
Q3 		$811K Sell
19,674
-243
-1% -$10.3K ﹤0.01% 2825
2023
Q2 		$858K Buy
19,917
+308
+2% +$13.4K ﹤0.01% 2664
2023
Q1 		$860K Buy
19,609
+12,071
+160% +$525K ﹤0.01% 2623
2022
Q4 		$324K Sell
7,538
-1,257
-14% -$53.5K ﹤0.01% 3441
2022
Q3 		$372K Buy
8,795
+1,371
+18% +$61.2K ﹤0.01% 3177
2022
Q2 		$333K Sell
7,424
-6,500
-47% -$295K ﹤0.01% 3336
2022
Q1 		$660K Sell
13,924
-14,569
-51% -$709K ﹤0.01% 2955
2021
Q4 		$1.44M Buy
28,493
+59
+0.2% +$2.99K ﹤0.01% 2069
2021
Q3 		$1.46M Buy
28,434
+843
+3% +$43.5K ﹤0.01% 2009
2021
Q2 		$1.42M Buy
27,591
+1,958
+8% +$100K ﹤0.01% 2026
2021
Q1 		$1.31M Sell
25,633
-1,863
-7% -$96.4K ﹤0.01% 1991
2020
Q4 		$1.44M Buy
27,496
+4,482
+19% +$234K ﹤0.01% 1728
2020
Q3 		$1.21M Buy
23,014
+2,659
+13% +$139K ﹤0.01% 1677
2020
Q2 		$1.06M Sell
20,355
-6,030
-23% -$312K ﹤0.01% 1714
2020
Q1 		$1.35M Buy
+26,385
New +$1.35M 0.01% 1309

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

Osaic Holdings's IMTB Position: Q2 2026 in Review

Osaic Holdings increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 10% in Q2 2026, buying an estimated $158K and bringing the position to 38,805 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Osaic Holdings first reported a position in IMTB in Q1 2020 and has held it in 26 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Osaic Holdings held 38,805 shares of iShares Core 5-10 Year USD Bond ETF worth $1.69M as of Q2 2026.
  • Osaic Holdings bought 3,611 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2463 holding.
  • Osaic Holdings first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.