JGP Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $223K | Buy |
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