RP
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Rice Partnership’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Rice Partnership’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
-11,458
Closed -$502K – 180
2026
Q1 		$502K Buy
11,458
+512
+5% +$22.6K 0.07% 84
2025
Q4 		$484K Buy
10,946
+1,700
+18% +$75.3K 0.07% 80
2025
Q3 		$409K Buy
9,246
+308
+3% +$13.5K 0.06% 85
2025
Q2 		$390K Buy
8,938
+324
+4% +$13.9K 0.07% 84
2025
Q1 		$374K Buy
8,614
+218
+3% +$9.33K 0.08% 76
2024
Q4 		$356K Buy
8,396
+615
+8% +$26.6K 0.07% 82
2024
Q3 		$346K Sell
7,781
-267
-3% -$11.7K 0.07% 81
2024
Q2 		$343K Buy
8,048
+1
+0% +$42 0.07% 79
2024
Q1 		$345K Buy
8,047
+391
+5% +$16.7K 0.08% 75
2023
Q4 		$333K Buy
7,656
+794
+12% +$33K 0.09% 75
2023
Q3 		$283K Sell
6,862
-263
-4% -$11.1K 0.08% 85
2023
Q2 		$307K Buy
7,125
+1,005
+16% +$43.7K 0.08% 87
2023
Q1 		$268K Buy
6,120
+347
+6% +$15.1K 0.08% 84
2022
Q4 		$247K Buy
5,773
+509
+10% +$21.7K 0.08% 78
2022
Q3 		$222K Buy
5,264
+219
+4% +$9.77K 0.07% 83
2022
Q2 		$226K Buy
5,045
+2,074
+70% +$94K 0.08% 81
2022
Q1 		$141K Buy
2,971
+232
+8% +$11.3K 0.04% 101
2021
Q4 		$138K Buy
2,739
+98
+4% +$4.97K 0.04% 98
2021
Q3 		$135K Buy
2,641
+275
+12% +$14.2K 0.04% 93
2021
Q2 		$122K Buy
2,366
+17
+0.7% +$871 0.04% 95
2021
Q1 		$120K Buy
+2,349
New +$121K 0.04% 89

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 40.89% 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

Rice Partnership's IMTB Position: Q2 2026 in Review

Rice Partnership sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026, closing a stake of 11,458 shares — an estimated $502K sold.

Rice Partnership first reported a position in IMTB in Q1 2021 and held it in 21 quarters. The position peaked at $502K in Q1 2026. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Rice Partnership reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Rice Partnership sold 11,458 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $502K.
  • Rice Partnership first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2021 and held it in 21 quarters.
  • Rice Partnership's iShares Core 5-10 Year USD Bond ETF position peaked at $502K 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 Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.