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

Cornerstone 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
2022
Q1 		– Sell
-4,342
Closed -$219K – 493
2021
Q4 		$219K Sell
4,342
-242
-5% -$12.3K 0.02% 465
2021
Q3 		$235K Buy
+4,584
New +$236K 0.03% 404

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's IMTB Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2022, closing a stake of 4,342 shares — an estimated $219K sold.

Cornerstone Wealth Management first reported a position in IMTB in Q3 2021 and held it in 2 quarters. The position peaked at $235K in Q3 2021. 41 funds tracked by Wall St. Rank hold IMTB as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,342 iShares Core 5-10 Year USD Bond ETF shares in Q1 2022, an estimated $219K.
  • Cornerstone Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $235K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.