Wealth Enhancement Advisory Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Wealth Enhancement Advisory Services’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	$10.7M	Sell	246,948 -29,534	-11%	-$1.29M	0.02%	646
2026 Q1	$12.1M	Sell	276,482 -110,423	-29%	-$4.88M	0.02%	531
2025 Q4	$17.1M	Sell	386,905 -41,294	-10%	-$1.83M	0.02%	521
2025 Q3	$18.9M	Sell	428,199 -28,528	-6%	-$1.25M	0.03%	466
2025 Q2	$19.8M	Sell	456,727 -16,065	-3%	-$691K	0.03%	425
2025 Q1	$20.5M	Sell	472,792 -24,375	-5%	-$1.04M	0.04%	389
2024 Q4	$21.1M	Buy	497,167 +485,203	+4,056%	+$20.9M	0.04%	362
2024 Q3	$533K	Hold	11,964	–	–	﹤0.01%	1789
2024 Q2	$510K	Hold	11,964	–	–	﹤0.01%	1639
2024 Q1	$513K	Sell	11,964 -388	-3%	-$16.6K	﹤0.01%	1570
2023 Q4	$537K	Buy	+12,352	New	+$513K	﹤0.01%	1458

Other funds holding IMTB

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's IMTB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 11% in Q2 2026, selling an estimated $1.29M and leaving 246,948 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #646.

Wealth Enhancement Advisory Services first reported a position in IMTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.1M in Q4 2024. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Wealth Enhancement Advisory Services held 246,948 shares of iShares Core 5-10 Year USD Bond ETF worth $10.7M as of Q2 2026.
Wealth Enhancement Advisory Services sold 29,534 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares Core 5-10 Year USD Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #646 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's iShares Core 5-10 Year USD Bond ETF position peaked at $21.1M in Q4 2024.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.