MIH
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Meitav Investment House’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-908
Closed -$39.1K – 428
2023
Q2 		$39.1K Buy
+908
New +$39.5K ﹤0.01% 463

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meitav Investment House's IMTB Position: Q3 2023 in Review

Meitav Investment House sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2023, closing a stake of 908 shares — an estimated $39.1K sold.

Meitav Investment House first reported a position in IMTB in Q2 2023 and held it in 1 quarter. The position peaked at $39.1K in Q2 2023. 44 funds tracked by Wall St. Rank hold IMTB as of Q3 2023.

  • Meitav Investment House reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 908 iShares Core 5-10 Year USD Bond ETF shares in Q3 2023, an estimated $39.1K.
  • Meitav Investment House first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's iShares Core 5-10 Year USD Bond ETF position peaked at $39.1K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.