Global Retirement Partners’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 | $5.68M | Buy |
+130,133
| New | +$5.68M | 0.14% | 139 |
|
|
2024
Q4 | $6.9M | Buy |
+162,571
| New | +$6.9M | 0.2% | 101 |
|
|
2023
Q4 | – | Sell |
-1,624
| Closed | -$65.8K | – | 3416 |
|
|
2023
Q3 | $65.8K | Hold |
1,624
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q2 | $69.9K | Hold |
1,624
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q1 | $71.4K | Hold |
1,624
| – | – | ﹤0.01% | 1066 |
|
|
2022
Q4 | $69.4K | Hold |
1,624
| – | – | ﹤0.01% | 956 |
|
|
2022
Q3 | $68K | Hold |
1,624
| – | – | 0.01% | 903 |
|
|
2022
Q2 | $73K | Hold |
1,624
| – | – | 0.01% | 857 |
|
|
2022
Q1 | $74K | Buy |
+1,624
| New | +$74K | 0.01% | 853 |
|
|
2021
Q4 | – | Sell |
-331
| Closed | -$17K | – | 990 |
|
|
2021
Q3 | $17K | Hold |
331
| – | – | ﹤0.01% | 1255 |
|
|
2021
Q2 | $17K | Hold |
331
| – | – | ﹤0.01% | 1229 |
|
|
2021
Q1 | $17K | Hold |
331
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q4 | $17K | Hold |
331
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q3 | $17K | Hold |
331
| – | – | ﹤0.01% | 977 |
|
|
2020
Q2 | $17K | Hold |
331
| – | – | ﹤0.01% | 952 |
|
|
2020
Q1 | $17K | Hold |
331
| – | – | ﹤0.01% | 847 |
|
|
2019
Q4 | $17K | Hold |
331
| – | – | ﹤0.01% | 996 |
|
|
2019
Q3 | $17K | Hold |
331
| – | – | ﹤0.01% | 957 |
|
|
2019
Q2 | $17K | Buy |
331
+108
| +48% | +$5.55K | ﹤0.01% | 965 |
|
|
2019
Q1 | $11K | Hold |
223
| – | – | ﹤0.01% | 1026 |
|
|
2018
Q4 | $11K | Buy |
223
+35
| +19% | +$1.73K | ﹤0.01% | 940 |
|
|
2018
Q3 | $9K | Hold |
188
| – | – | ﹤0.01% | 1063 |
|
|
2018
Q2 | $9K | Hold |
188
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q1 | $9K | Buy |
188
+76
| +68% | +$3.64K | ﹤0.01% | 990 |
|
|
2017
Q4 | $6K | Buy |
112
+55
| +96% | +$2.95K | ﹤0.01% | 1066 |
|
|
2017
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1091 |
|