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

Destination 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
2026 Q1	$22.6M	Buy	516,269 +16,291	+3%	+$720K	0.59%	57
2025 Q4	$22.1M	Buy	499,978 +28,158	+6%	+$1.25M	0.58%	56
2025 Q3	$20.9M	Buy	471,820 +14,584	+3%	+$637K	0.57%	57
2025 Q2	$19.9M	Buy	457,236 +4,932	+1%	+$212K	0.59%	59
2025 Q1	$19.6M	Buy	452,304 +16,904	+4%	+$724K	0.62%	59
2024 Q4	$18.5M	Buy	435,400 +6,605	+2%	+$285K	0.58%	59
2024 Q3	$19.1M	Buy	428,795 +14,771	+4%	+$647K	0.59%	61
2024 Q2	$17.6M	Buy	414,024 +3,667	+0.9%	+$155K	0.58%	62
2024 Q1	$17.6M	Buy	410,357 +58,206	+17%	+$2.49M	0.59%	58
2023 Q4	$15.3M	Sell	352,151 -44,598	-11%	-$1.85M	0.53%	61
2023 Q3	$16.3M	Buy	396,749 +19,927	+5%	+$842K	0.64%	55
2023 Q2	$16.2M	Buy	376,822 +11,829	+3%	+$514K	0.61%	58
2023 Q1	$16M	Buy	364,993 +31,968	+10%	+$1.39M	0.61%	59
2022 Q4	$14.2M	Sell	333,025 -46,308	-12%	-$1.97M	0.57%	58
2022 Q3	$16M	Buy	379,333 +19,580	+5%	+$873K	0.67%	51
2022 Q2	$16.1M	Sell	359,753 -29,220	-8%	-$1.32M	0.65%	50
2022 Q1	$18.4M	Buy	388,973 +14,114	+4%	+$687K	0.68%	57
2021 Q4	$18.9M	Sell	374,859 -4,383	-1%	-$222K	0.67%	56
2021 Q3	$19.4M	Buy	379,242 +22,744	+6%	+$1.17M	0.75%	49
2021 Q2	$18.3M	Buy	356,498 +14,434	+4%	+$740K	0.71%	52
2021 Q1	$17.4M	Buy	342,064 +11,912	+4%	+$616K	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%	+$929K	0.85%	40
2020 Q2	$15.9M	Buy	304,591 +6,368	+2%	+$329K	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%	+$362K	0.8%	44
2019 Q2	$14.2M	Buy	283,106 +8,312	+3%	+$412K	0.78%	42
2019 Q1	$13.6M	Buy	274,794 +65,190	+31%	+$3.17M	0.76%	42
2018 Q4	$10.1M	Sell	209,604 -51,485	-20%	-$2.44M	0.61%	46
2018 Q3	$12.5M	Buy	261,089 +9,537	+4%	+$457K	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%	-$12.4M	0.03%	115
2017 Q4	$12.9M	Sell	258,850 -8	-0%	-$396	0.78%	39
2017 Q3	$12.9M	Buy	258,858 +71,730	+38%	+$3.57M	0.82%	37
2017 Q2	$9.27M	Buy	+187,128	New	+$9.28M	0.62%	46