FWP
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Firethorn Wealth Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Firethorn Wealth Partners’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
2021
Q2 		$674K Sell
13,113
-129
-1% -$6.61K 0.56% 42
2021
Q1 		$675K Buy
+13,242
New +$685K 0.63% 41

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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Firethorn Wealth Partners's IMTB Position: Q2 2021 in Review

Firethorn Wealth Partners reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 0.97% in Q2 2021, selling an estimated $6.61K and leaving 13,113 shares worth $674K. The position accounts for 0.56% of the portfolio, ranked #42.

Firethorn Wealth Partners first reported a position in IMTB in Q1 2021 and has held it in 2 quarters since. The position peaked at $675K in Q1 2021. 40 funds tracked by Wall St. Rank hold IMTB as of Q2 2021.

  • Firethorn Wealth Partners held 13,113 shares of iShares Core 5-10 Year USD Bond ETF worth $674K as of Q2 2021.
  • Firethorn Wealth Partners sold 129 iShares Core 5-10 Year USD Bond ETF shares in Q2 2021, an estimated $6.61K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.56% of Firethorn Wealth Partners's portfolio in Q2 2021, its #42 holding.
  • Firethorn Wealth Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • Firethorn Wealth Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $675K in Q1 2021.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.