NL
IMTB icon

NWAM LLC’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

NWAM LLC’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
2021
Q4 		– Sell
-4,850
Closed -$248K – 518
2021
Q3 		$248K Hold
4,850
– – 0.02% 432
2021
Q2 		$249K Sell
4,850
-654
-12% -$33.5K 0.02% 407
2021
Q1 		$281K Buy
+5,504
New +$285K 0.03% 392

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWAM LLC's IMTB Position: Q4 2021 in Review

NWAM LLC sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2021, closing a stake of 4,850 shares — an estimated $248K sold.

NWAM LLC first reported a position in IMTB in Q1 2021 and held it in 3 quarters. The position peaked at $281K in Q1 2021. 43 funds tracked by Wall St. Rank hold IMTB as of Q4 2021.

  • NWAM LLC reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • NWAM LLC sold 4,850 iShares Core 5-10 Year USD Bond ETF shares in Q4 2021, an estimated $248K.
  • NWAM LLC first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2021 and held it in 3 quarters.
  • NWAM LLC's iShares Core 5-10 Year USD Bond ETF position peaked at $281K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2021.

Based on NWAM LLC's 13F filing for Q4 2021, filed 10 Feb 2022.