JWCA
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J.W. Cole Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

J.W. Cole Advisors’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
2024
Q4 		– Sell
-5,344
Closed -$238K – 981
2024
Q3 		$238K Buy
5,344
+22
+0.4% +$964 0.01% 847
2024
Q2 		$227K Sell
5,322
-1,240
-19% -$52.4K 0.01% 802
2024
Q1 		$281K Buy
6,562
+13
+0.2% +$557 0.01% 710
2023
Q4 		$285K Sell
6,549
-652
-9% -$27.1K 0.02% 668
2023
Q3 		$296K Sell
7,201
-65
-0.9% -$2.75K 0.02% 563
2023
Q2 		$313K Sell
7,266
-316
-4% -$13.7K 0.02% 560
2023
Q1 		$332K Sell
7,582
-727
-9% -$31.6K 0.02% 566
2022
Q4 		$355K Sell
8,309
-2,242
-21% -$95.4K 0.03% 502
2022
Q3 		$446K Buy
10,551
+25
+0.2% +$1.11K 0.04% 424
2022
Q2 		$471K Sell
10,526
-66
-0.6% -$2.99K 0.04% 421
2022
Q1 		$502K Sell
10,592
-108
-1% -$5.26K 0.03% 451
2021
Q4 		$539K Buy
+10,700
New +$543K 0.04% 437
2021
Q3 		– Sell
-11,859
Closed -$610K – 597
2021
Q2 		$610K Sell
11,859
-226
-2% -$11.6K 0.05% 377
2021
Q1 		$616K Sell
12,085
-1,274
-10% -$65.9K 0.06% 333
2020
Q4 		$700K Buy
+13,359
New +$699K 0.07% 281
2020
Q3 		– Sell
-16,826
Closed -$879K – 787
2020
Q2 		$879K Buy
+16,826
New +$871K 0.13% 175
2020
Q1 		– Sell
-17,133
Closed -$867K – 297
2019
Q4 		$867K Buy
+17,133
New +$867K 0.11% 205

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J.W. Cole Advisors's IMTB Position: Q4 2024 in Review

J.W. Cole Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2024, closing a stake of 5,344 shares — an estimated $238K sold.

J.W. Cole Advisors first reported a position in IMTB in Q4 2019 and held it in 17 quarters. The position peaked at $879K in Q2 2020. 47 funds tracked by Wall St. Rank hold IMTB as of Q4 2024.

  • J.W. Cole Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,344 iShares Core 5-10 Year USD Bond ETF shares in Q4 2024, an estimated $238K.
  • J.W. Cole Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2019 and held it in 17 quarters.
  • J.W. Cole Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $879K in Q2 2020.
  • 47 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.