Koshinski Asset Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-300	Closed	-$14.2K	–	1268
2022 Q1	$14.2K	Buy	+300	New	+$14.6K	﹤0.01%	1510
2021 Q4	–	Sell	-300	Closed	-$15.3K	–	2189
2021 Q3	$15.3K	Buy	+300	New	+$15.5K	﹤0.01%	1537

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Koshinski Asset Management's IMTB Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2022, closing a stake of 300 shares — an estimated $14.2K sold.

Koshinski Asset Management first reported a position in IMTB in Q3 2021 and held it in 2 quarters. The position peaked at $15.3K in Q3 2021. 43 funds tracked by Wall St. Rank hold IMTB as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 300 iShares Core 5-10 Year USD Bond ETF shares in Q2 2022, an estimated $14.2K.
Koshinski Asset Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2021 and held it in 2 quarters.
Koshinski Asset Management's iShares Core 5-10 Year USD Bond ETF position peaked at $15.3K in Q3 2021.
43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.