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Benjamin F. Edwards & Company’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Benjamin F. Edwards & 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
2018
Q3 		– Sell
-50
Closed -$2K – 1626
2018
Q2 		$2K Hold
50
– – ﹤0.01% 1520
2018
Q1 		$2K Hold
50
– – ﹤0.01% 1518
2017
Q4 		$2K Buy
+50
New +$2.48K ﹤0.01% 1482

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benjamin F. Edwards & Company's IMTB Position: Q3 2018 in Review

Benjamin F. Edwards & Company sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2018, closing a stake of 50 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in IMTB in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 15 funds tracked by Wall St. Rank hold IMTB as of Q3 2018.

  • Benjamin F. Edwards & Company reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 50 iShares Core 5-10 Year USD Bond ETF shares in Q3 2018, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2017 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's iShares Core 5-10 Year USD Bond ETF position peaked at $2K in Q2 2018.
  • 15 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2018, filed 29 Oct 2018.