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 Q2	$3.34M	Sell	76,508 -156,165	-67%	-$6.82M	﹤0.01%	3080
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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's IMTB Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 67% in Q2 2026, selling an estimated $6.82M and leaving 76,508 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Raymond James Financial first reported a position in IMTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2026. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Raymond James Financial held 76,508 shares of iShares Core 5-10 Year USD Bond ETF worth $3.34M as of Q2 2026.
Raymond James Financial sold 156,165 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $6.82M.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3080 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 7 quarters since.
Raymond James Financial's iShares Core 5-10 Year USD Bond ETF position peaked at $10.2M in Q1 2026.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.