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

Ausdal Financial 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
2022
Q3 		– Sell
-5,892
Closed -$264K – 459
2022
Q2 		$264K Buy
+5,892
New +$267K 0.04% 367

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PFM
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Morgan Stanley
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CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
LPL Financial
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Ausdal Financial Partners's IMTB Position: Q3 2022 in Review

Ausdal Financial Partners sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2022, closing a stake of 5,892 shares — an estimated $264K sold.

Ausdal Financial Partners first reported a position in IMTB in Q2 2022 and held it in 1 quarter. The position peaked at $264K in Q2 2022. 40 funds tracked by Wall St. Rank hold IMTB as of Q3 2022.

  • Ausdal Financial Partners reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 5,892 iShares Core 5-10 Year USD Bond ETF shares in Q3 2022, an estimated $264K.
  • Ausdal Financial Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • Ausdal Financial Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $264K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.