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

IHT Wealth Management’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
2020 Q1	–	Sell	-4,007	Closed	-$203K	–	605
2019 Q4	$203K	Buy	+4,007	New	+$203K	0.02%	563

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's IMTB Position: Q1 2020 in Review

IHT Wealth Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2020, closing a stake of 4,007 shares — an estimated $203K sold.

IHT Wealth Management first reported a position in IMTB in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 32 funds tracked by Wall St. Rank hold IMTB as of Q1 2020.

IHT Wealth Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 4,007 iShares Core 5-10 Year USD Bond ETF shares in Q1 2020, an estimated $203K.
IHT Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2019 and held it in 1 quarter.
IHT Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $203K in Q4 2019.
32 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.