Phillips Financial Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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