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Cardinal Strategic Wealth Guidance’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q4 		– Sell
-1,172
Closed -$50K – 94
2022
Q3 		$50K Hold
1,172
– – 0.03% 65
2022
Q2 		$52K Hold
1,172
– – 0.03% 69
2022
Q1 		$55K Sell
1,172
-68,664
-98% -$3.34M 0.03% 76
2021
Q4 		$3.52M Buy
69,836
+3,232
+5% +$164K 1.64% 14
2021
Q3 		$3.41M Sell
66,604
-35,373
-35% -$1.82M 1.78% 14
2021
Q2 		$5.24M Buy
101,977
+191
+0.2% +$9.79K 2.76% 11
2021
Q1 		$5.19M Sell
101,786
-123,576
-55% -$6.39M 3.04% 10
2020
Q4 		$11.8M Buy
225,362
+3,763
+2% +$197K 7.01% 6
2020
Q3 		$11.6M Buy
221,599
+7,146
+3% +$375K 8.21% 6
2020
Q2 		$11.2M Buy
214,453
+6,628
+3% +$343K 8.33% 6
2020
Q1 		$10.7M Buy
207,825
+33,249
+19% +$1.7M 9.76% 5
2019
Q4 		$8.84M Buy
+174,576
New +$8.84M 7.6% 5

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
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IMTB Position: Q4 2022 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2022, closing a stake of 1,172 shares — an estimated $50K sold.

Cardinal Strategic Wealth Guidance first reported a position in IMTB in Q4 2019 and held it in 12 quarters. The position peaked at $11.8M in Q4 2020. 43 funds tracked by Wall St. Rank hold IMTB as of Q4 2022.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 1,172 iShares Core 5-10 Year USD Bond ETF shares in Q4 2022, an estimated $50K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2019 and held it in 12 quarters.
  • Cardinal Strategic Wealth Guidance's iShares Core 5-10 Year USD Bond ETF position peaked at $11.8M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2022.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2022, filed 18 Jan 2023.