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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
Q2 		$3.45M Buy
79,220
+6,619
+9% +$289K 0.04% 452
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 $95.2B AUM 32.92% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's IMTB Position: Q2 2026 in Review

Summit Financial increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 9.1% in Q2 2026, buying an estimated $289K and bringing the position to 79,220 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #452.

Summit Financial first reported a position in IMTB in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Summit Financial held 79,220 shares of iShares Core 5-10 Year USD Bond ETF worth $3.45M as of Q2 2026.
  • Summit Financial bought 6,619 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $289K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #452 holding.
  • Summit Financial first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.