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Steward Partners Investment Advisory’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Steward Partners Investment Advisory’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 		$2.1M Buy
48,027
+1,187
+3% +$52.5K 0.01% 834
2025
Q4 		$2.07M Buy
46,840
+12,679
+37% +$561K 0.01% 777
2025
Q3 		$1.51M Buy
34,161
+14,213
+71% +$621K 0.01% 883
2025
Q2 		$870K Buy
19,948
+4,798
+32% +$206K 0.01% 1048
2025
Q1 		$658K Buy
+15,150
New +$649K 0.01% 1098

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 $445B AUM 25.58% 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

Steward Partners Investment Advisory's IMTB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 2.5% in Q1 2026, buying an estimated $52.5K and bringing the position to 48,027 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #834.

Steward Partners Investment Advisory first reported a position in IMTB in Q1 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Steward Partners Investment Advisory held 48,027 shares of iShares Core 5-10 Year USD Bond ETF worth $2.1M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,187 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $52.5K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #834 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.