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

Summit Financial’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 		$3.18M Buy
72,601
+11,231
+18% +$496K 0.04% 438
2025
Q4 		$2.71M Sell
61,370
-1,109
-2% -$49.1K 0.04% 408
2025
Q3 		$2.76M Buy
+62,479
New +$2.73M 0.04% 396

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 $377B AUM 19.32% 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

Summit Financial's IMTB Position: Q1 2026 in Review

Summit Financial increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 18% in Q1 2026, buying an estimated $496K and bringing the position to 72,601 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #438.

Summit Financial first reported a position in IMTB in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Summit Financial held 72,601 shares of iShares Core 5-10 Year USD Bond ETF worth $3.18M as of Q1 2026.
  • Summit Financial bought 11,231 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $496K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #438 holding.
  • Summit Financial first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.