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

PFG 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 		$2.63M Sell
60,367
-100,710
-63% -$4.4M 0.13% 191
2026
Q1 		$7.06M Buy
161,077
+2,508
+2% +$111K 0.34% 68
2025
Q4 		$7.01M Sell
158,569
-2,737
-2% -$121K 0.34% 69
2025
Q3 		$7.13M Buy
161,306
+6,964
+5% +$304K 0.29% 84
2025
Q2 		$6.73M Sell
154,342
-235
-0.2% -$10.1K 0.31% 60
2025
Q1 		$6.71M Buy
154,577
+1,310
+0.9% +$56.1K 0.37% 65
2024
Q4 		$6.51M Buy
153,267
+8,303
+6% +$358K 0.4% 59
2024
Q3 		$6.45M Buy
144,964
+9,334
+7% +$409K 0.41% 59
2024
Q2 		$5.78M Buy
135,630
+4,135
+3% +$175K 0.39% 59
2024
Q1 		$5.64M Sell
131,495
-16,716
-11% -$716K 0.41% 57
2023
Q4 		$6.45M Buy
148,211
+2,722
+2% +$113K 0.52% 44
2023
Q3 		$5.99M Buy
+145,489
New +$6.15M 0.54% 46

Other funds holding IMTB

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

PFG Advisors's IMTB Position: Q2 2026 in Review

PFG Advisors reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 63% in Q2 2026, selling an estimated $4.4M and leaving 60,367 shares worth $2.63M. The position accounts for 0.13% of the portfolio, ranked #191.

PFG Advisors first reported a position in IMTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.13M in Q3 2025. 8 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • PFG Advisors held 60,367 shares of iShares Core 5-10 Year USD Bond ETF worth $2.63M as of Q2 2026.
  • PFG Advisors sold 100,710 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $4.4M.
  • iShares Core 5-10 Year USD Bond ETF made up 0.13% of PFG Advisors's portfolio in Q2 2026, its #191 holding.
  • PFG Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • PFG Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $7.13M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.