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
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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Rice Partnership's IMTB Position: Q1 2026 in Review

Rice Partnership increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 4.7% in Q1 2026, buying an estimated $22.6K and bringing the position to 11,458 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #84.

Rice Partnership first reported a position in IMTB in Q1 2021 and has held it in 21 quarters since. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Rice Partnership held 11,458 shares of iShares Core 5-10 Year USD Bond ETF worth $502K as of Q1 2026.
  • Rice Partnership bought 512 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $22.6K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.07% of Rice Partnership's portfolio in Q1 2026, its #84 holding.
  • Rice Partnership first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.