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 Q3	–	Sell	-65	Closed	-$2.85K	–	3721
2026 Q2	$2.85K	Hold	65	–	–	﹤0.01%	2859
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Ethos Capital Management Newtown, Pennsylvania $150M AUM 34.52% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Smartleaf Asset Management's IMTB Position: Q3 2026 in Review

Smartleaf Asset Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2026, closing a stake of 65 shares — an estimated $2.85K sold.

Smartleaf Asset Management first reported a position in IMTB in Q4 2023 and held it in 6 quarters. The position peaked at $111K in Q3 2024. 34 funds tracked by Wall St. Rank hold IMTB as of Q3 2026.

Smartleaf Asset Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Smartleaf Asset Management sold 65 iShares Core 5-10 Year USD Bond ETF shares in Q3 2026, an estimated $2.85K.
Smartleaf Asset Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2023 and held it in 6 quarters.
Smartleaf Asset Management's iShares Core 5-10 Year USD Bond ETF position peaked at $111K in Q3 2024.
34 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.