Raymond James Financial
IMTB icon

Raymond James Financial’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Raymond James Financial’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
Q1 		$10.2M Buy
232,673
+124,955
+116% +$5.52M ﹤0.01% 2004
2025
Q4 		$4.76M Buy
107,718
+51,345
+91% +$2.27M ﹤0.01% 2553
2025
Q3 		$2.49M Buy
56,373
+16,218
+40% +$708K ﹤0.01% 3000
2025
Q2 		$1.75M Buy
40,155
+17,864
+80% +$768K ﹤0.01% 3185
2025
Q1 		$967K Buy
22,291
+8,697
+64% +$372K ﹤0.01% 3520
2024
Q4 		$577K Buy
+13,594
New +$587K ﹤0.01% 3815

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's IMTB Position: Q1 2026 in Review

Raymond James Financial increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 116% in Q1 2026, buying an estimated $5.52M and bringing the position to 232,673 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Raymond James Financial first reported a position in IMTB in Q4 2024 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Raymond James Financial held 232,673 shares of iShares Core 5-10 Year USD Bond ETF worth $10.2M as of Q1 2026.
  • Raymond James Financial bought 124,955 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $5.52M.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2004 holding.
  • Raymond James Financial first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.