Phillips Financial Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
39,457
-1,615
| -4% | -$70.5K | 0.12% | 85 |
|
|
2025
Q1 | $1.78M | Sell |
41,072
-2,748
| -6% | -$119K | 0.14% | 82 |
|
|
2024
Q4 | $1.86M | Sell |
43,820
-2,032
| -4% | -$86.2K | 0.15% | 83 |
|
|
2024
Q3 | $2.04M | Sell |
45,852
-2,735
| -6% | -$122K | 0.16% | 82 |
|
|
2024
Q2 | $2.07M | Sell |
48,587
-4,765
| -9% | -$203K | 0.17% | 82 |
|
|
2024
Q1 | $2.29M | Buy |
53,352
+2,136
| +4% | +$91.6K | 0.19% | 80 |
|
|
2023
Q4 | $2.23M | Sell |
51,216
-3,315
| -6% | -$144K | 0.19% | 81 |
|
|
2023
Q3 | $2.25M | Buy |
54,531
+263
| +0.5% | +$10.8K | 0.21% | 76 |
|
|
2023
Q2 | $2.34M | Sell |
54,268
-1,872
| -3% | -$80.6K | 0.22% | 76 |
|
|
2023
Q1 | $2.46M | Sell |
56,140
-576
| -1% | -$25.2K | 0.24% | 71 |
|
|
2022
Q4 | $2.43M | Sell |
56,716
-27,959
| -33% | -$1.2M | 0.25% | 71 |
|
|
2022
Q3 | $3.58M | Buy |
84,675
+19,590
| +30% | +$828K | 0.39% | 52 |
|
|
2022
Q2 | $2.91M | Buy |
+65,085
| New | +$2.91M | 0.32% | 61 |
|