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

Private Capital 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	-500	Closed	-$24K	–	1988
2022 Q1	$24K	Hold	500	–	–	0.01%	954
2021 Q4	$25K	Hold	500	–	–	0.01%	969
2021 Q3	$26K	Hold	500	–	–	0.01%	949
2021 Q2	$26K	Hold	500	–	–	0.01%	954
2021 Q1	$25K	Hold	500	–	–	0.01%	953
2020 Q4	$26K	Hold	500	–	–	﹤0.01%	1070
2020 Q3	$26K	Hold	500	–	–	0.01%	984
2020 Q2	$26K	Hold	500	–	–	0.01%	995
2020 Q1	$26K	Hold	500	–	–	0.01%	906
2019 Q4	$25K	Hold	500	–	–	0.01%	1020
2019 Q3	$25K	Buy	+500	New	+$25.3K	﹤0.01%	1095
2019 Q2	–	Sell	-500	Closed	-$25K	–	2311
2019 Q1	$25K	Hold	500	–	–	﹤0.01%	1084
2018 Q4	$24K	Buy	+500	New	+$23.7K	0.01%	1013

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LFGH

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

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

Private Capital Group sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2022, closing a stake of 500 shares — an estimated $24K sold.

Private Capital Group first reported a position in IMTB in Q4 2018 and held it in 13 quarters. The position peaked at $26K in Q3 2021. 43 funds tracked by Wall St. Rank hold IMTB as of Q2 2022.

Private Capital Group reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 500 iShares Core 5-10 Year USD Bond ETF shares in Q2 2022, an estimated $24K.
Private Capital Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2018 and held it in 13 quarters.
Private Capital Group's iShares Core 5-10 Year USD Bond ETF position peaked at $26K in Q3 2021.
43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.