Kopp Family Office’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 | $39.7K | Hold |
911
| – | – | 0.03% | 26 |
|
|
2025
Q1 | $39.5K | Hold |
911
| – | – | 0.03% | 27 |
|
|
2024
Q4 | $39K | Buy |
911
+77
| +9% | +$3.3K | 0.02% | 20 |
|
|
2024
Q3 | $37K | Hold |
834
| – | – | 0.02% | 20 |
|
|
2024
Q2 | $36K | Hold |
834
| – | – | 0.02% | 19 |
|
|
2024
Q1 | $36K | Hold |
834
| – | – | 0.02% | 19 |
|
|
2023
Q4 | $36K | Hold |
834
| – | – | 0.02% | 19 |
|
|
2023
Q3 | $34K | Hold |
834
| – | – | 0.02% | 19 |
|
|
2023
Q2 | $36K | Hold |
834
| – | – | 0.02% | 20 |
|
|
2023
Q1 | $37K | Hold |
834
| – | – | 0.02% | 20 |
|
|
2022
Q4 | $36K | Hold |
834
| – | – | 0.02% | 21 |
|
|
2022
Q3 | $35K | Hold |
834
| – | – | 0.03% | 12 |
|
|
2022
Q2 | $37K | Hold |
834
| – | – | 0.03% | 12 |
|
|
2022
Q1 | $39K | Hold |
834
| – | – | 0.02% | 12 |
|
|
2021
Q4 | $42K | Buy |
834
+70
| +9% | +$3.53K | 0.02% | 12 |
|
|
2021
Q3 | $39K | Hold |
764
| – | – | 0.02% | 13 |
|
|
2021
Q2 | $39K | Hold |
764
| – | – | 0.02% | 12 |
|
|
2021
Q1 | $39K | Hold |
764
| – | – | 0.02% | 10 |
|
|
2020
Q4 | $40K | Hold |
764
| – | – | 0.02% | 10 |
|
|
2020
Q3 | $40K | Buy |
+764
| New | +$40K | 0.02% | 10 |
|