Private Advisor Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Private Advisor 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
2022 Q2	–	Sell	-4,414	Closed	-$209K	–	2180
2022 Q1	$209K	Hold	4,414	–	–	﹤0.01%	1869
2021 Q4	$222K	Sell	4,414 -2,955	-40%	-$150K	﹤0.01%	1878
2021 Q3	$377K	Sell	7,369 -31	-0.4%	-$1.6K	﹤0.01%	1632
2021 Q2	$381K	Hold	7,400	–	–	﹤0.01%	1525
2021 Q1	$377K	Hold	7,400	–	–	﹤0.01%	1442
2020 Q4	$388K	Hold	7,400	–	–	﹤0.01%	1342
2020 Q3	$388K	Hold	7,400	–	–	0.01%	1161
2020 Q2	$387K	Hold	7,400	–	–	0.01%	1109
2020 Q1	$379K	Buy	7,400 +100	+1%	+$5.1K	0.01%	988
2019 Q4	$370K	Sell	7,300 -995	-12%	-$50.4K	0.01%	1166
2019 Q3	$421K	Buy	+8,295	New	+$419K	0.01%	1143

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Private Advisor Group's IMTB Position: Q2 2022 in Review

Private Advisor Group sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2022, closing a stake of 4,414 shares — an estimated $209K sold.

Private Advisor Group first reported a position in IMTB in Q3 2019 and held it in 11 quarters. The position peaked at $421K in Q3 2019. 43 funds tracked by Wall St. Rank hold IMTB as of Q2 2022.

Private Advisor Group reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Advisor Group sold 4,414 iShares Core 5-10 Year USD Bond ETF shares in Q2 2022, an estimated $209K.
Private Advisor Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2019 and held it in 11 quarters.
Private Advisor Group's iShares Core 5-10 Year USD Bond ETF position peaked at $421K in Q3 2019.
43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2022.

Based on Private Advisor Group's 13F filing for Q2 2022, filed 13 Jul 2022.