RIA
IMTB icon

Realta Investment Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-161
Closed -$8K – 824
2019
Q4 		$8K Buy
161
+1
+0.6% +$51 ﹤0.01% 1200
2019
Q3 		$8K Buy
160
+140
+700% +$7.08K ﹤0.01% 1178
2019
Q2 		$1K Hold
20
– – ﹤0.01% 1630
2019
Q1 		$1K Buy
+20
New +$972 ﹤0.01% 1282

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Realta Investment Advisors's IMTB Position: Q1 2020 in Review

Realta Investment Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2020, closing a stake of 161 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in IMTB in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 32 funds tracked by Wall St. Rank hold IMTB as of Q1 2020.

  • Realta Investment Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 161 iShares Core 5-10 Year USD Bond ETF shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $8K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.