BWM
IMTB icon

Birchcreek Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Birchcreek Wealth Management’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
2021
Q1 		– Sell
-3,066
Closed -$160K – 195
2020
Q4 		$160K Buy
+3,066
New +$160K 0.16% 113

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Birchcreek Wealth Management's IMTB Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2021, closing a stake of 3,066 shares — an estimated $160K sold.

Birchcreek Wealth Management first reported a position in IMTB in Q4 2020 and held it in 1 quarter. The position peaked at $160K in Q4 2020. 40 funds tracked by Wall St. Rank hold IMTB as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 3,066 iShares Core 5-10 Year USD Bond ETF shares in Q1 2021, an estimated $160K.
  • Birchcreek Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $160K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.