Golden State 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
$7.13K Buy
163
+2
+1% +$87 ﹤0.01% 1156
2025
Q1
$7.01K Buy
161
+1
+0.6% +$44 ﹤0.01% 1091
2024
Q4
$6.81K Buy
+160
New +$6.81K ﹤0.01% 1051
2020
Q2
Sell
-258
Closed -$13K 522
2020
Q1
$13K Buy
+258
New +$13K 0.01% 571
2019
Q4
Sell
-256
Closed -$13K 471
2019
Q3
$13K Buy
256
+1
+0.4% +$51 ﹤0.01% 690
2019
Q2
$12K Buy
255
+1
+0.4% +$47 ﹤0.01% 711
2019
Q1
$13K Buy
+254
New +$13K ﹤0.01% 719