IMA Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

IMA Advisory Services’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-91	Closed	-$5.41K	–	565
2025 Q1	$5.41K	Buy	+91	New	+$5.32K	﹤0.01%	320

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IMA Advisory Services's VGIT Position: Q2 2025 in Review

IMA Advisory Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 91 shares — an estimated $5.41K sold.

IMA Advisory Services first reported a position in VGIT in Q1 2025 and held it in 1 quarter. The position peaked at $5.41K in Q1 2025. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

IMA Advisory Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
IMA Advisory Services sold 91 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $5.41K.
IMA Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
IMA Advisory Services's Vanguard Intermediate-Term Treasury ETF position peaked at $5.41K in Q1 2025.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on IMA Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.