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Patriot Investment Management Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Patriot Investment Management Group’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
-500
Closed -$22.1K – 310
2022
Q4 		$22.1K Buy
+500
New +$21.3K ﹤0.01% 336
2020
Q3 		– Sell
-500
Closed -$26.1K – 417
2020
Q2 		$26.1K Buy
+500
New +$25.9K ﹤0.01% 392

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

Patriot Investment Management Group's IMTB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2023, closing a stake of 500 shares — an estimated $22.1K sold.

Patriot Investment Management Group first reported a position in IMTB in Q2 2020 and held it in 2 quarters. The position peaked at $26.1K in Q2 2020. 40 funds tracked by Wall St. Rank hold IMTB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 500 iShares Core 5-10 Year USD Bond ETF shares in Q1 2023, an estimated $22.1K.
  • Patriot Investment Management Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Core 5-10 Year USD Bond ETF position peaked at $26.1K in Q2 2020.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.