SignatureFD’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

SignatureFD’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	$33.8K	Buy	775 +9	+1%	+$393	﹤0.01%	2089
2026 Q1	$33.6K	Buy	766 +5	+0.7%	+$221	﹤0.01%	1944
2025 Q4	$33.6K	Buy	761 +11	+1%	+$487	﹤0.01%	1873
2025 Q3	$33.1K	Buy	750 +9	+1%	+$393	﹤0.01%	1866
2025 Q2	$32.3K	Buy	741 +43	+6%	+$1.85K	﹤0.01%	1825
2025 Q1	$30.3K	Buy	698 +125	+22%	+$5.35K	﹤0.01%	1841
2024 Q4	$24.3K	Buy	573 +108	+23%	+$4.66K	﹤0.01%	1968
2024 Q3	$20.7K	Buy	465 +19	+4%	+$832	﹤0.01%	2024
2024 Q2	$19K	Buy	446 +125	+39%	+$5.28K	﹤0.01%	1996
2024 Q1	$13.8K	Buy	321 +2	+0.6%	+$86	﹤0.01%	2186
2023 Q4	$13.9K	Buy	319 +5	+2%	+$208	﹤0.01%	2103
2023 Q3	$12.9K	Buy	314 +12	+4%	+$507	﹤0.01%	2066
2023 Q2	$13K	Buy	302 +3	+1%	+$130	﹤0.01%	2124
2023 Q1	$13.1K	Buy	+299	New	+$13K	﹤0.01%	2087

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

SignatureFD's IMTB Position: Q2 2026 in Review

SignatureFD increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 1.2% in Q2 2026, buying an estimated $393 and bringing the position to 775 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

SignatureFD first reported a position in IMTB in Q1 2023 and has held it in 14 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

SignatureFD held 775 shares of iShares Core 5-10 Year USD Bond ETF worth $33.8K as of Q2 2026.
SignatureFD bought 9 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $393.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2089 holding.
SignatureFD first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.