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Spectrum Wealth Counsel’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$487K Hold
11,230
– – 0.06% 89
2024
Q4 		$477K Buy
11,230
+1,085
+11% +$46.8K 0.06% 92
2024
Q3 		$452K Hold
10,145
– – 0.05% 95
2024
Q2 		$432K Hold
10,145
– – 0.05% 93
2024
Q1 		$435K Hold
10,145
– – 0.05% 105
2023
Q4 		$441K Buy
+10,145
New +$421K 0.06% 99

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spectrum Wealth Counsel's IMTB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2025 at 11,230 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #89.

Spectrum Wealth Counsel first reported a position in IMTB in Q4 2023 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold IMTB as of Q1 2025.

  • Spectrum Wealth Counsel held 11,230 shares of iShares Core 5-10 Year USD Bond ETF worth $487K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2025.
  • iShares Core 5-10 Year USD Bond ETF made up 0.06% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #89 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.