JGP 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 | $251K | Hold |
5,756
| – | – | 0.03% | 179 |
|
|
2025
Q1 | $250K | Hold |
5,756
| – | – | 0.03% | 172 |
|
|
2024
Q4 | $244K | Hold |
5,756
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $256K | Hold |
5,756
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $245K | Hold |
5,756
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $247K | Hold |
5,756
| – | – | 0.04% | 157 |
|
|
2023
Q4 | $250K | Hold |
5,756
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $237K | Hold |
5,756
| – | – | 0.04% | 140 |
|
|
2023
Q2 | $248K | Hold |
5,756
| – | – | 0.04% | 139 |
|
|
2023
Q1 | $252K | Hold |
5,756
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $246K | Hold |
5,756
| – | – | 0.05% | 134 |
|
|
2022
Q3 | $242K | Hold |
5,756
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $258K | Hold |
5,756
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $266K | Buy |
5,756
+1,305
| +29% | +$60.3K | 0.05% | 142 |
|
|
2021
Q4 | $223K | Buy |
+4,451
| New | +$223K | 0.04% | 154 |
|