LPL Financial’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 | $3.01M | Sell |
68,945
-1,198
| -2% | -$52.3K | ﹤0.01% | 2737 |
|
2025
Q1 | $3.04M | Sell |
70,143
-11,650
| -14% | -$506K | ﹤0.01% | 2540 |
|
2024
Q4 | $3.47M | Sell |
81,793
-26,545
| -25% | -$1.13M | ﹤0.01% | 2373 |
|
2024
Q3 | $4.82M | Buy |
108,338
+40,163
| +59% | +$1.79M | ﹤0.01% | 2021 |
|
2024
Q2 | $2.9M | Buy |
68,175
+26,858
| +65% | +$1.14M | ﹤0.01% | 2273 |
|
2024
Q1 | $1.77M | Buy |
41,317
+1,893
| +5% | +$81.2K | ﹤0.01% | 2610 |
|
2023
Q4 | $1.71M | Sell |
39,424
-3,002
| -7% | -$131K | ﹤0.01% | 2538 |
|
2023
Q3 | $1.75M | Buy |
42,426
+2,079
| +5% | +$85.6K | ﹤0.01% | 2404 |
|
2023
Q2 | $1.74M | Buy |
40,347
+1,496
| +4% | +$64.4K | ﹤0.01% | 2354 |
|
2023
Q1 | $1.7M | Sell |
38,851
-1,534
| -4% | -$67.2K | ﹤0.01% | 2281 |
|
2022
Q4 | $1.73M | Sell |
40,385
-4,622
| -10% | -$198K | ﹤0.01% | 2176 |
|
2022
Q3 | $1.9M | Sell |
45,007
-1,842
| -4% | -$77.8K | ﹤0.01% | 2027 |
|
2022
Q2 | $2.1M | Sell |
46,849
-4,631
| -9% | -$207K | ﹤0.01% | 1991 |
|
2022
Q1 | $2.44M | Sell |
51,480
-7,444
| -13% | -$353K | ﹤0.01% | 1895 |
|
2021
Q4 | $2.97M | Sell |
58,924
-4,372
| -7% | -$220K | ﹤0.01% | 1792 |
|
2021
Q3 | $3.24M | Buy |
63,296
+2,024
| +3% | +$104K | ﹤0.01% | 1687 |
|
2021
Q2 | $3.15M | Sell |
61,272
-3,766
| -6% | -$194K | ﹤0.01% | 1650 |
|
2021
Q1 | $3.32M | Buy |
65,038
+2,123
| +3% | +$108K | ﹤0.01% | 1502 |
|
2020
Q4 | $3.3M | Sell |
62,915
-5,306
| -8% | -$278K | ﹤0.01% | 1356 |
|
2020
Q3 | $3.57M | Sell |
68,221
-2,138
| -3% | -$112K | 0.01% | 1126 |
|
2020
Q2 | $3.68M | Sell |
70,359
-40,602
| -37% | -$2.12M | 0.01% | 1027 |
|
2020
Q1 | $5.69M | Buy |
110,961
+19,794
| +22% | +$1.01M | 0.01% | 700 |
|
2019
Q4 | $4.62M | Buy |
91,167
+10,586
| +13% | +$536K | 0.01% | 871 |
|
2019
Q3 | $4.09M | Buy |
80,581
+15,594
| +24% | +$791K | 0.01% | 880 |
|
2019
Q2 | $3.27M | Buy |
64,987
+9,087
| +16% | +$457K | 0.01% | 974 |
|
2019
Q1 | $2.76M | Buy |
55,900
+21,364
| +62% | +$1.06M | 0.01% | 1011 |
|
2018
Q4 | $1.66M | Buy |
34,536
+7,348
| +27% | +$353K | ﹤0.01% | 1172 |
|
2018
Q3 | $1.3M | Buy |
27,188
+4,558
| +20% | +$218K | ﹤0.01% | 1470 |
|
2018
Q2 | $1.08M | Buy |
22,630
+86
| +0.4% | +$4.11K | ﹤0.01% | 1564 |
|
2018
Q1 | $1.09M | Buy |
22,544
+1,618
| +8% | +$78.2K | ﹤0.01% | 1524 |
|
2017
Q4 | $1.04M | Buy |
20,926
+9,664
| +86% | +$480K | ﹤0.01% | 1498 |
|
2017
Q3 | $560K | Buy |
11,262
+3,649
| +48% | +$181K | ﹤0.01% | 1850 |
|
2017
Q2 | $377K | Buy |
+7,613
| New | +$377K | ﹤0.01% | 2105 |
|