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 |
|