William Blair & Company
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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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company's IMTB Position: Q1 2026 in Review

William Blair & Company reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 6.6% in Q1 2026, selling an estimated $5.48K and leaving 1,746 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

William Blair & Company first reported a position in IMTB in Q2 2019 and has held it in 28 quarters since. The position peaked at $165K in Q4 2020. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • William Blair & Company held 1,746 shares of iShares Core 5-10 Year USD Bond ETF worth $76.5K as of Q1 2026.
  • William Blair & Company sold 124 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $5.48K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1638 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 28 quarters since.
  • William Blair & Company's iShares Core 5-10 Year USD Bond ETF position peaked at $165K 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 William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.