PCS
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Private Client Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Private Client Services’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
2025
Q1 		– Sell
-5,275
Closed -$224K – 196
2024
Q4 		$224K Buy
5,275
+603
+13% +$26K 0.12% 170
2024
Q3 		$208K Buy
+4,672
New +$205K 0.11% 164

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Private Client Services's IMTB Position: Q1 2025 in Review

Private Client Services sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2025, closing a stake of 5,275 shares — an estimated $224K sold.

Private Client Services first reported a position in IMTB in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 48 funds tracked by Wall St. Rank hold IMTB as of Q1 2025.

  • Private Client Services reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Private Client Services sold 5,275 iShares Core 5-10 Year USD Bond ETF shares in Q1 2025, an estimated $224K.
  • Private Client Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2024 and held it in 2 quarters.
  • Private Client Services's iShares Core 5-10 Year USD Bond ETF position peaked at $224K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2025.

Based on Private Client Services's 13F filing for Q1 2025, filed 8 Apr 2025.