LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.59M | Buy |
173,129
+82,279
| +91% | +$3.64M | ﹤0.01% | 2242 |
|
|
2025
Q4 | $4.02M | Buy |
90,850
+17,356
| +24% | +$768K | ﹤0.01% | 2735 |
|
|
2025
Q3 | $3.25M | Buy |
73,494
+4,549
| +7% | +$199K | ﹤0.01% | 2863 |
|
|
2025
Q2 | $3.01M | Sell |
68,945
-1,198
| -2% | -$51.5K | ﹤0.01% | 2751 |
|
|
2025
Q1 | $3.04M | Sell |
70,143
-11,650
| -14% | -$499K | ﹤0.01% | 2552 |
|
|
2024
Q4 | $3.47M | Sell |
81,793
-26,545
| -25% | -$1.15M | ﹤0.01% | 2384 |
|
|
2024
Q3 | $4.82M | Buy |
108,338
+40,163
| +59% | +$1.76M | ﹤0.01% | 2029 |
|
|
2024
Q2 | $2.9M | Buy |
68,175
+26,858
| +65% | +$1.13M | ﹤0.01% | 2287 |
|
|
2024
Q1 | $1.77M | Buy |
41,317
+1,893
| +5% | +$81.1K | ﹤0.01% | 2628 |
|
|
2023
Q4 | $1.71M | Sell |
39,424
-3,002
| -7% | -$125K | ﹤0.01% | 2555 |
|
|
2023
Q3 | $1.75M | Buy |
42,426
+2,079
| +5% | +$87.9K | ﹤0.01% | 2414 |
|
|
2023
Q2 | $1.74M | Buy |
40,347
+1,496
| +4% | +$65K | ﹤0.01% | 2365 |
|
|
2023
Q1 | $1.7M | Sell |
38,851
-1,534
| -4% | -$66.8K | ﹤0.01% | 2284 |
|
|
2022
Q4 | $1.73M | Sell |
40,385
-4,622
| -10% | -$197K | ﹤0.01% | 2179 |
|
|
2022
Q3 | $1.9M | Sell |
45,007
-1,842
| -4% | -$82.2K | ﹤0.01% | 2030 |
|
|
2022
Q2 | $2.1M | Sell |
46,849
-4,631
| -9% | -$210K | ﹤0.01% | 1995 |
|
|
2022
Q1 | $2.44M | Sell |
51,480
-7,444
| -13% | -$362K | ﹤0.01% | 1900 |
|
|
2021
Q4 | $2.97M | Sell |
58,924
-4,372
| -7% | -$222K | ﹤0.01% | 1796 |
|
|
2021
Q3 | $3.24M | Buy |
63,296
+2,024
| +3% | +$104K | ﹤0.01% | 1691 |
|
|
2021
Q2 | $3.15M | Sell |
61,272
-3,766
| -6% | -$193K | ﹤0.01% | 1653 |
|
|
2021
Q1 | $3.32M | Buy |
65,038
+2,123
| +3% | +$110K | ﹤0.01% | 1504 |
|
|
2020
Q4 | $3.29M | Sell |
62,915
-5,306
| -8% | -$277K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $3.57M | Sell |
68,221
-2,138
| -3% | -$112K | 0.01% | 1127 |
|
|
2020
Q2 | $3.68M | Sell |
70,359
-40,602
| -37% | -$2.1M | 0.01% | 1028 |
|
|
2020
Q1 | $5.69M | Buy |
110,961
+19,794
| +22% | +$1.01M | 0.01% | 701 |
|
|
2019
Q4 | $4.62M | Buy |
91,167
+10,586
| +13% | +$536K | 0.01% | 873 |
|
|
2019
Q3 | $4.09M | Buy |
80,581
+15,594
| +24% | +$788K | 0.01% | 882 |
|
|
2019
Q2 | $3.27M | Buy |
64,987
+9,087
| +16% | +$450K | 0.01% | 976 |
|
|
2019
Q1 | $2.76M | Buy |
55,900
+21,364
| +62% | +$1.04M | 0.01% | 1013 |
|
|
2018
Q4 | $1.66M | Buy |
34,536
+7,348
| +27% | +$348K | ﹤0.01% | 1180 |
|
|
2018
Q3 | $1.3M | Buy |
27,188
+4,558
| +20% | +$218K | ﹤0.01% | 1477 |
|
|
2018
Q2 | $1.08M | Buy |
22,630
+86
| +0.4% | +$4.11K | ﹤0.01% | 1574 |
|
|
2018
Q1 | $1.09M | Buy |
22,544
+1,618
| +8% | +$78.4K | ﹤0.01% | 1536 |
|
|
2017
Q4 | $1.04M | Buy |
20,926
+9,664
| +86% | +$479K | ﹤0.01% | 1506 |
|
|
2017
Q3 | $560K | Buy |
11,262
+3,649
| +48% | +$182K | ﹤0.01% | 1858 |
|
|
2017
Q2 | $377K | Buy |
+7,613
| New | +$378K | ﹤0.01% | 2110 |
|
Other funds holding IMTB
DWM
OWA
ECM
PA
