Mine & Arao Wealth Creation & Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-61	Closed	-$2.63K	–	215
2024 Q1	$2.63K	Hold	61	–	–	﹤0.01%	265
2023 Q4	$2.65K	Buy	61 +1	+2%	+$42	﹤0.01%	275
2023 Q3	$2.47K	Buy	60 +1	+2%	+$42	﹤0.01%	277
2023 Q2	$2.56K	Hold	59	–	–	﹤0.01%	290
2023 Q1	$2.58K	Buy	59 +1	+2%	+$44	﹤0.01%	282
2022 Q4	$2.5K	Hold	58	–	–	﹤0.01%	285
2022 Q3	$2K	Buy	58 +1	+2%	+$45	﹤0.01%	311
2022 Q2	$3K	Hold	57	–	–	﹤0.01%	293
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	289
2021 Q4	$3K	Buy	57 +1	+2%	+$51	﹤0.01%	292
2021 Q3	$3K	Hold	56	–	–	﹤0.01%	264
2021 Q2	$3K	Hold	56	–	–	﹤0.01%	261
2021 Q1	$3K	Buy	56 +1	+2%	+$52	﹤0.01%	250
2020 Q4	$3K	Hold	55	–	–	﹤0.01%	251
2020 Q3	$3K	Buy	+55	New	+$2.88K	﹤0.01%	245

Other funds holding IMTB

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IMTB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2024, closing a stake of 61 shares — an estimated $2.63K sold.

Mine & Arao Wealth Creation & Management first reported a position in IMTB in Q3 2020 and held it in 15 quarters. The position peaked at $3K in Q2 2022. 41 funds tracked by Wall St. Rank hold IMTB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 61 iShares Core 5-10 Year USD Bond ETF shares in Q2 2024, an estimated $2.63K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's iShares Core 5-10 Year USD Bond ETF position peaked at $3K in Q2 2022.
41 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.