Smartleaf Asset Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Smartleaf Asset Management’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	$2.84K	Hold	65	–	–	﹤0.01%	2860
2025 Q4	$2.88K	Buy	+65	New	+$2.88K	﹤0.01%	2877
2024 Q4	–	Sell	-2,491	Closed	-$111K	–	2962
2024 Q3	$111K	Hold	2,491	–	–	0.01%	681
2024 Q2	$107K	Buy	+2,491	New	+$105K	0.02%	554
2024 Q1	–	Sell	-2,490	Closed	-$108K	–	1871
2023 Q4	$108K	Buy	+2,490	New	+$103K	0.03%	418

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

Smartleaf Asset Management's IMTB Position: Q1 2026 in Review

Smartleaf Asset Management held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 65 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Smartleaf Asset Management first reported a position in IMTB in Q4 2023 and has held it in 5 quarters since. The position peaked at $111K in Q3 2024. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Smartleaf Asset Management held 65 shares of iShares Core 5-10 Year USD Bond ETF worth $2.84K as of Q1 2026.
Smartleaf Asset Management left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2860 holding.
Smartleaf Asset Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2023 and has held it in 5 quarters since.
Smartleaf Asset Management's iShares Core 5-10 Year USD Bond ETF position peaked at $111K in Q3 2024.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.