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

Divergent Wealth Advisors’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
2019
Q1 		– Sell
-12,432
Closed -$597K – 40
2018
Q4 		$597K Buy
+12,432
New +$589K 0.22% 30

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

Divergent Wealth Advisors's IMTB Position: Q1 2019 in Review

Divergent Wealth Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2019, closing a stake of 12,432 shares — an estimated $597K sold.

Divergent Wealth Advisors first reported a position in IMTB in Q4 2018 and held it in 1 quarter. The position peaked at $597K in Q4 2018. 24 funds tracked by Wall St. Rank hold IMTB as of Q1 2019.

  • Divergent Wealth Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Divergent Wealth Advisors sold 12,432 iShares Core 5-10 Year USD Bond ETF shares in Q1 2019, an estimated $597K.
  • Divergent Wealth Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2018 and held it in 1 quarter.
  • Divergent Wealth Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $597K in Q4 2018.
  • 24 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2019.

Based on Divergent Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.