Columbus Macro’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Columbus Macro’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	-18,455	Closed	-$780K	–	180
2022 Q3	$780K	Buy	18,455 +161	+0.9%	+$7.18K	0.32%	96
2022 Q2	$819K	Sell	18,294 -2,353	-11%	-$107K	0.31%	96
2022 Q1	$978K	Buy	20,647 +291	+1%	+$14.2K	0.33%	89
2021 Q4	$1.03M	Sell	20,356 -3,127	-13%	-$159K	0.34%	88
2021 Q3	$1.2M	Buy	23,483 +389	+2%	+$20.1K	0.4%	78
2021 Q2	$1.19M	Sell	23,094 -426	-2%	-$21.8K	0.37%	80
2021 Q1	$1.2M	Buy	23,520 +16,443	+232%	+$850K	0.37%	84
2020 Q4	$371K	Buy	+7,077	New	+$370K	0.11%	128

Other funds holding IMTB

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Columbus Macro's IMTB Position: Q4 2022 in Review

Columbus Macro sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2022, closing a stake of 18,455 shares — an estimated $780K sold.

Columbus Macro first reported a position in IMTB in Q4 2020 and held it in 8 quarters. The position peaked at $1.2M in Q3 2021. 43 funds tracked by Wall St. Rank hold IMTB as of Q4 2022.

Columbus Macro reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Columbus Macro sold 18,455 iShares Core 5-10 Year USD Bond ETF shares in Q4 2022, an estimated $780K.
Columbus Macro first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and held it in 8 quarters.
Columbus Macro's iShares Core 5-10 Year USD Bond ETF position peaked at $1.2M in Q3 2021.
43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2022.

Based on Columbus Macro's 13F filing for Q4 2022, filed 3 Feb 2023.