Destination Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
457,236
+4,932
| +1% | +$215K | 0.58% | 59 |
|
|
2025
Q1 | $19.6M | Buy |
452,304
+16,904
| +4% | +$734K | 0.62% | 59 |
|
|
2024
Q4 | $18.5M | Buy |
435,400
+6,605
| +2% | +$280K | 0.58% | 59 |
|
|
2024
Q3 | $19.1M | Buy |
428,795
+14,771
| +4% | +$658K | 0.59% | 61 |
|
|
2024
Q2 | $17.6M | Buy |
414,024
+3,667
| +0.9% | +$156K | 0.58% | 62 |
|
|
2024
Q1 | $17.6M | Buy |
410,357
+58,206
| +17% | +$2.5M | 0.59% | 58 |
|
|
2023
Q4 | $15.3M | Sell |
352,151
-44,598
| -11% | -$1.94M | 0.53% | 61 |
|
|
2023
Q3 | $16.3M | Buy |
396,749
+19,927
| +5% | +$820K | 0.64% | 55 |
|
|
2023
Q2 | $16.2M | Buy |
376,822
+11,829
| +3% | +$509K | 0.61% | 58 |
|
|
2023
Q1 | $16M | Buy |
364,993
+31,968
| +10% | +$1.4M | 0.61% | 59 |
|
|
2022
Q4 | $14.2M | Sell |
333,025
-46,308
| -12% | -$1.98M | 0.57% | 58 |
|
|
2022
Q3 | $16M | Buy |
379,333
+19,580
| +5% | +$827K | 0.67% | 51 |
|
|
2022
Q2 | $16.1M | Sell |
359,753
-29,220
| -8% | -$1.31M | 0.65% | 50 |
|
|
2022
Q1 | $18.4M | Buy |
388,973
+14,114
| +4% | +$668K | 0.68% | 57 |
|
|
2021
Q4 | $18.9M | Sell |
374,859
-4,383
| -1% | -$221K | 0.67% | 56 |
|
|
2021
Q3 | $19.4M | Buy |
379,242
+22,744
| +6% | +$1.16M | 0.75% | 49 |
|
|
2021
Q2 | $18.3M | Buy |
356,498
+14,434
| +4% | +$742K | 0.71% | 52 |
|
|
2021
Q1 | $17.4M | Buy |
342,064
+11,912
| +4% | +$607K | 0.72% | 52 |
|
|
2020
Q4 | $17.3M | Buy |
330,152
+7,855
| +2% | +$411K | 0.75% | 49 |
|
|
2020
Q3 | $16.9M | Buy |
322,297
+17,706
| +6% | +$927K | 0.85% | 40 |
|
|
2020
Q2 | $15.9M | Buy |
304,591
+6,368
| +2% | +$333K | 0.86% | 41 |
|
|
2020
Q1 | $15.3M | Buy |
298,223
+2,424
| +0.8% | +$124K | 0.94% | 36 |
|
|
2019
Q4 | $15M | Buy |
295,799
+5,535
| +2% | +$280K | 0.76% | 44 |
|
|
2019
Q3 | $14.7M | Buy |
290,264
+7,158
| +3% | +$363K | 0.8% | 44 |
|
|
2019
Q2 | $14.2M | Buy |
283,106
+8,312
| +3% | +$418K | 0.78% | 42 |
|
|
2019
Q1 | $13.6M | Buy |
274,794
+65,190
| +31% | +$3.22M | 0.76% | 42 |
|
|
2018
Q4 | $10.1M | Sell |
209,604
-51,485
| -20% | -$2.47M | 0.61% | 46 |
|
|
2018
Q3 | $12.5M | Buy |
261,089
+9,537
| +4% | +$456K | 0.69% | 42 |
|
|
2018
Q2 | $12M | Buy |
251,552
+248,064
| +7,112% | +$11.9M | 0.72% | 41 |
|
|
2018
Q1 | $473K | Sell |
3,488
-255,362
| -99% | -$34.6M | 0.03% | 115 |
|
|
2017
Q4 | $12.9M | Sell |
258,850
-8
| -0% | -$398 | 0.78% | 39 |
|
|
2017
Q3 | $12.9M | Buy |
258,858
+71,730
| +38% | +$3.56M | 0.82% | 37 |
|
|
2017
Q2 | $9.27M | Buy |
+187,128
| New | +$9.27M | 0.62% | 46 |
|