Reliant Investment Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Reliant Investment Partners’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	$490K	Buy	11,193 +1,207	+12%	+$53.3K	0.41%	60
2025 Q4	$441K	Buy	9,986 +1,011	+11%	+$44.8K	0.35%	61
2025 Q3	$396K	Sell	8,975 -19	-0.2%	-$830	0.31%	75
2025 Q2	$392K	Hold	8,994	–	–	0.34%	76
2025 Q1	$390K	Sell	8,994 -366	-4%	-$15.7K	0.4%	64
2024 Q4	$397K	Buy	+9,360	New	+$404K	0.35%	72

Other funds holding IMTB

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reliant Investment Partners's IMTB Position: Q1 2026 in Review

Reliant Investment Partners increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 12% in Q1 2026, buying an estimated $53.3K and bringing the position to 11,193 shares worth $490K. The position accounts for 0.41% of the portfolio, ranked #60.

Reliant Investment Partners 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.

Reliant Investment Partners held 11,193 shares of iShares Core 5-10 Year USD Bond ETF worth $490K as of Q1 2026.
Reliant Investment Partners bought 1,207 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $53.3K.
iShares Core 5-10 Year USD Bond ETF made up 0.41% of Reliant Investment Partners's portfolio in Q1 2026, its #60 holding.
Reliant Investment Partners 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 Reliant Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.