Wells Fargo’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Wells Fargo’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	$22	Hold	1	–	–	﹤0.01%	6775
2025 Q4	$44	Hold	1	–	–	﹤0.01%	6547
2025 Q3	$44	Buy	+1	New	+$44	﹤0.01%	6516
2025 Q2	–	Sell	-1	Closed	-$43	–	6816
2025 Q1	$28	Buy	+1	New	+$43	﹤0.01%	6579
2024 Q4	–	Sell	-1	Closed	-$43	–	6796
2024 Q3	$40	Buy	+1	New	+$44	﹤0.01%	6387
2024 Q2	–	Sell	-1	Closed	-$42	–	6835
2024 Q1	$25	Hold	1	–	–	﹤0.01%	7040
2023 Q4	$36	Hold	1	–	–	﹤0.01%	7017
2023 Q3	$27	Buy	+1	New	+$42	﹤0.01%	7104
2023 Q2	–	Hold	0	–	–	–	7423
2023 Q1	–	Sell	-1	Closed	-$44	–	7351
2022 Q4	$43	Buy	+1	New	+$43	﹤0.01%	7067
2022 Q3	–	Sell	-1	Closed	–	–	6969
2022 Q2	$0	Buy	+1	New	+$45	﹤0.01%	7115
2021 Q1	–	Sell	-1,501	Closed	-$77.6K	–	7100
2020 Q4	$79K	Buy	1,501 +1	+0.1%	+$52	﹤0.01%	5438
2020 Q3	$79K	Hold	1,500	–	–	﹤0.01%	5349
2020 Q2	$78K	Sell	1,500 -1	-0.1%	-$52	﹤0.01%	5339
2020 Q1	$77K	Buy	1,501 +1,500	+150,000%	+$76.5K	﹤0.01%	5186
2019 Q4	$0	Hold	1	–	–	﹤0.01%	6537
2019 Q3	$0	Buy	+1	New	+$51	﹤0.01%	6533

Other funds holding IMTB

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's IMTB Position: Q1 2026 in Review

Wells Fargo held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #6775.

Wells Fargo first reported a position in IMTB in Q3 2019 and has held it in 16 quarters since. The position peaked at $79K in Q4 2020. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Wells Fargo held 1 share of iShares Core 5-10 Year USD Bond ETF worth $22 as of Q1 2026.
Wells Fargo left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6775 holding.
Wells Fargo first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2019 and has held it in 16 quarters since.
Wells Fargo's iShares Core 5-10 Year USD Bond ETF position peaked at $79K in Q4 2020.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.