Advisor Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Advisor Group’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
2019 Q4	$1.18M	Buy	23,256 +2,764	+13%	+$140K	0.01%	1097
2019 Q3	$1.04M	Buy	20,492 +3,439	+20%	+$174K	0.01%	1117
2019 Q2	$858K	Buy	17,053 +1,976	+13%	+$97.8K	0.01%	1227
2019 Q1	$744K	Buy	15,077 +5,508	+58%	+$268K	0.01%	1316
2018 Q4	$459K	Buy	9,569 +7,700	+412%	+$365K	﹤0.01%	1467
2018 Q3	$89K	Buy	1,869 +412	+28%	+$19.8K	﹤0.01%	2839
2018 Q2	$70K	Hold	1,457	–	–	﹤0.01%	2814
2018 Q1	$70K	Buy	1,457 +283	+24%	+$13.7K	﹤0.01%	2825
2017 Q4	$58K	Buy	1,174 +200	+21%	+$9.91K	﹤0.01%	2964
2017 Q3	$48K	Buy	974 +427	+78%	+$21.2K	﹤0.01%	2970
2017 Q2	$27K	Sell	547 -189	-26%	-$9.37K	﹤0.01%	3287
2017 Q1	$36K	Buy	+736	New	+$36K	﹤0.01%	2966

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group's IMTB Position: Q4 2019 in Review

Advisor Group increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 13% in Q4 2019, buying an estimated $140K and bringing the position to 23,256 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1097.

Advisor Group first reported a position in IMTB in Q1 2017 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold IMTB as of Q4 2019.

Advisor Group held 23,256 shares of iShares Core 5-10 Year USD Bond ETF worth $1.18M as of Q4 2019.
Advisor Group bought 2,764 iShares Core 5-10 Year USD Bond ETF shares in Q4 2019, an estimated $140K.
iShares Core 5-10 Year USD Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1097 holding.
Advisor Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2017 and has held it in 12 quarters since.
34 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.