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Private Trust Company’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Private Trust Company’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 		– Sell
-345
Closed -$15.1K – 2748
2026
Q1 		$15.1K Hold
345
– – ﹤0.01% 1827
2025
Q4 		$15.2K Hold
345
– – ﹤0.01% 1788
2025
Q3 		$15.3K Hold
345
– – ﹤0.01% 1751
2025
Q2 		$15.1K Buy
345
+45
+15% +$1.94K ﹤0.01% 1687
2025
Q1 		$13K Hold
300
– – ﹤0.01% 1716
2024
Q4 		$12.7K Hold
300
– – ﹤0.01% 1663
2024
Q3 		$13.4K Buy
300
+95
+46% +$4.16K ﹤0.01% 1622
2024
Q2 		$8.73K Hold
205
– – ﹤0.01% 1727
2024
Q1 		$8.79K Hold
205
– – ﹤0.01% 1705
2023
Q4 		$8.92K Hold
205
– – ﹤0.01% 1692
2023
Q3 		$8.44K Hold
205
– – ﹤0.01% 1654
2023
Q2 		$8.83K Hold
205
– – ﹤0.01% 1669
2023
Q1 		$8.98K Hold
205
– – ﹤0.01% 1621
2022
Q4 		$9K Hold
205
– – ﹤0.01% 1588
2022
Q3 		$9K Buy
205
+25
+14% +$1.11K ﹤0.01% 1490
2022
Q2 		$8K Buy
+180
New +$8.16K ﹤0.01% 1586

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 40.91% 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

Private Trust Company's IMTB Position: Q2 2026 in Review

Private Trust Company sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026, closing a stake of 345 shares — an estimated $15.1K sold.

Private Trust Company first reported a position in IMTB in Q2 2022 and held it in 16 quarters. The position peaked at $15.3K in Q3 2025. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Private Trust Company reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Trust Company sold 345 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $15.1K.
  • Private Trust Company first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2022 and held it in 16 quarters.
  • Private Trust Company's iShares Core 5-10 Year USD Bond ETF position peaked at $15.3K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.