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

Prospera Financial Services’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
-284
Closed -$13K – 2100
2022
Q1 		$13K Buy
+284
New +$13.8K ﹤0.01% 1920

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
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

Prospera Financial Services's IMTB Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2022, closing a stake of 284 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in IMTB in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 43 funds tracked by Wall St. Rank hold IMTB as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 284 iShares Core 5-10 Year USD Bond ETF shares in Q2 2022, an estimated $13K.
  • Prospera Financial Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's iShares Core 5-10 Year USD Bond ETF position peaked at $13K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.