William Blair & Company’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

William Blair & Company’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	$73.9K	Sell	1,694 -52	-3%	-$2.27K	﹤0.01%	1722
2026 Q1	$76.5K	Sell	1,746 -124	-7%	-$5.48K	﹤0.01%	1638
2025 Q4	$82.7K	Hold	1,870	–	–	﹤0.01%	1596
2025 Q3	$82.7K	Sell	1,870 -58	-3%	-$2.53K	﹤0.01%	1588
2025 Q2	$84.1K	Sell	1,928 -46	-2%	-$1.98K	﹤0.01%	1538
2025 Q1	$85.7K	Sell	1,974 -70	-3%	-$3K	﹤0.01%	1518
2024 Q4	$86.8K	Sell	2,044 -92	-4%	-$3.97K	﹤0.01%	1545
2024 Q3	$95.1K	Hold	2,136	–	–	﹤0.01%	1545
2024 Q2	$91K	Hold	2,136	–	–	﹤0.01%	1520
2024 Q1	$91.6K	Hold	2,136	–	–	﹤0.01%	1520
2023 Q4	$92.9K	Hold	2,136	–	–	﹤0.01%	1514
2023 Q3	$88K	Sell	2,136 -580	-21%	-$24.5K	﹤0.01%	1518
2023 Q2	$117K	Hold	2,716	–	–	﹤0.01%	1497
2023 Q1	$119K	Sell	2,716 -170	-6%	-$7.4K	﹤0.01%	1479
2022 Q4	$123K	Sell	2,886 -259	-8%	-$11K	﹤0.01%	1456
2022 Q3	$133K	Hold	3,145	–	–	﹤0.01%	1463
2022 Q2	$141K	Hold	3,145	–	–	﹤0.01%	1481
2022 Q1	$149K	Hold	3,145	–	–	﹤0.01%	1576
2021 Q4	$158K	Hold	3,145	–	–	﹤0.01%	1628
2021 Q3	$161K	Hold	3,145	–	–	﹤0.01%	1539
2021 Q2	$162K	Hold	3,145	–	–	﹤0.01%	1542
2021 Q1	$160K	Hold	3,145	–	–	﹤0.01%	1525
2020 Q4	$165K	Hold	3,145	–	–	﹤0.01%	1476
2020 Q3	$165K	Hold	3,145	–	–	﹤0.01%	1351
2020 Q2	$164K	Hold	3,145	–	–	﹤0.01%	1288
2020 Q1	$161K	Hold	3,145	–	–	﹤0.01%	1218
2019 Q4	$159K	Hold	3,145	–	–	﹤0.01%	1342
2019 Q3	$160K	Hold	3,145	–	–	﹤0.01%	1319
2019 Q2	$158K	Buy	+3,145	New	+$156K	﹤0.01%	1356

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

William Blair & Company's IMTB Position: Q2 2026 in Review

William Blair & Company reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 3% in Q2 2026, selling an estimated $2.27K and leaving 1,694 shares worth $73.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

William Blair & Company first reported a position in IMTB in Q2 2019 and has held it in 29 quarters since. The position peaked at $165K in Q4 2020. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

William Blair & Company held 1,694 shares of iShares Core 5-10 Year USD Bond ETF worth $73.9K as of Q2 2026.
William Blair & Company sold 52 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $2.27K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1722 holding.
William Blair & Company first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2019 and has held it in 29 quarters since.
William Blair & Company's iShares Core 5-10 Year USD Bond ETF position peaked at $165K in Q4 2020.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.