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

WealthShield Partners’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	$24.2K	Hold	555	–	–	﹤0.01%	309
2026 Q1	$24.3K	Hold	555	–	–	﹤0.01%	488
2025 Q4	$24.5K	Hold	555	–	–	﹤0.01%	468
2025 Q3	$24.5K	Hold	555	–	–	﹤0.01%	468
2025 Q2	$24.2K	Sell	555 -555	-50%	-$23.9K	﹤0.01%	459
2025 Q1	$48.2K	Buy	1,110 +555	+100%	+$23.8K	0.01%	414
2024 Q4	$23.6K	Hold	555	–	–	﹤0.01%	413
2024 Q3	$24.7K	Hold	555	–	–	﹤0.01%	416
2024 Q2	$23.6K	Hold	555	–	–	﹤0.01%	392
2024 Q1	$23.8K	Hold	555	–	–	﹤0.01%	386
2023 Q4	$24.1K	Hold	555	–	–	﹤0.01%	400
2023 Q3	$22.9K	Sell	555 -4,066	-88%	-$172K	﹤0.01%	404
2023 Q2	$199K	Hold	4,621	–	–	0.03%	293
2023 Q1	$202K	Sell	4,621 -1,109	-19%	-$48.3K	0.03%	290
2022 Q4	$245K	Hold	5,730	–	–	0.05%	262
2022 Q3	$242K	Hold	5,730	–	–	0.05%	270
2022 Q2	$256K	Hold	5,730	–	–	0.05%	263
2022 Q1	$271K	Hold	5,730	–	–	0.04%	291
2021 Q4	$289K	Hold	5,730	–	–	0.05%	238
2021 Q3	$293K	Buy	+5,730	New	+$296K	0.08%	191
2021 Q1	–	Sell	-5,730	Closed	-$300K	–	1160
2020 Q4	$300K	Sell	5,730 -848	-13%	-$44.3K	0.06%	236
2020 Q3	$345K	Hold	6,578	–	–	0.12%	174
2020 Q2	$344K	Hold	6,578	–	–	0.16%	142
2020 Q1	$337K	Sell	6,578 -1,829	-22%	-$93.3K	0.21%	102
2019 Q4	$426K	Sell	8,407 -926	-10%	-$46.9K	0.21%	108
2019 Q3	$474K	Sell	9,333 -6,251	-40%	-$316K	0.25%	95
2019 Q2	$784K	Buy	+15,584	New	+$772K	0.45%	48
2018 Q4	–	Sell	-20,966	Closed	-$1M	–	265
2018 Q3	$1M	Sell	20,966 -4,893	-19%	-$235K	0.57%	35
2018 Q2	$1.24M	Buy	+25,859	New	+$1.24M	0.75%	27

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

WealthShield Partners's IMTB Position: Q2 2026 in Review

WealthShield Partners held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 555 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

WealthShield Partners first reported a position in IMTB in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.24M in Q2 2018. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

WealthShield Partners held 555 shares of iShares Core 5-10 Year USD Bond ETF worth $24.2K as of Q2 2026.
WealthShield Partners left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #309 holding.
WealthShield Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2018 and has held it in 29 quarters since.
WealthShield Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $1.24M in Q2 2018.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.