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

Private Client Services’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,275
Closed -$224K – 196
2024
Q4 		$224K Buy
5,275
+603
+13% +$25.6K 0.12% 170
2024
Q3 		$208K Buy
+4,672
New +$208K 0.11% 164