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LeRoy C. Kopp’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

LeRoy C. Kopp’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
Q1 		$36K Buy
+834
New +$35.7K 0.02% 19

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
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
Bank of America
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LeRoy C. Kopp's IMTB Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2024: 834 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #19 among its holdings.

44 funds tracked by Wall St. Rank hold IMTB as of Q1 2024.

  • LeRoy C. Kopp held 834 shares of iShares Core 5-10 Year USD Bond ETF worth $36K as of Q1 2024.
  • iShares Core 5-10 Year USD Bond ETF was a new LeRoy C. Kopp position in Q1 2024.
  • iShares Core 5-10 Year USD Bond ETF made up 0.02% of LeRoy C. Kopp's portfolio in Q1 2024, its #19 holding.
  • 44 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.