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NewEdge Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-299
Closed -$12.8K – 3773
2022
Q4 		$12.8K Buy
+299
New +$12.7K ﹤0.01% 2289

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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's IMTB Position: Q1 2023 in Review

NewEdge Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2023, closing a stake of 299 shares — an estimated $12.8K sold.

NewEdge Advisors first reported a position in IMTB in Q4 2022 and held it in 1 quarter. The position peaked at $12.8K in Q4 2022. 40 funds tracked by Wall St. Rank hold IMTB as of Q1 2023.

  • NewEdge Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 299 iShares Core 5-10 Year USD Bond ETF shares in Q1 2023, an estimated $12.8K.
  • NewEdge Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $12.8K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.