Robertson Stephens Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Robertson Stephens Wealth Management’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
2024 Q3	–	Sell	-8,520	Closed	-$363K	–	628
2024 Q2	$363K	Buy	8,520 +142	+2%	+$6K	0.02%	383
2024 Q1	$359K	Hold	8,378	–	–	0.02%	398
2023 Q4	$364K	Buy	+8,378	New	+$348K	0.02%	350
2021 Q4	–	Sell	-29,330	Closed	-$1.5M	–	388
2021 Q3	$1.5M	Sell	29,330 -1,674	-5%	-$86.3K	0.17%	86
2021 Q2	$1.59M	Sell	31,004 -3,376	-10%	-$173K	0.19%	87
2021 Q1	$1.75M	Buy	+34,380	New	+$1.78M	0.28%	63

Other funds holding IMTB

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

DWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robertson Stephens Wealth Management's IMTB Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2024, closing a stake of 8,520 shares — an estimated $363K sold.

Robertson Stephens Wealth Management first reported a position in IMTB in Q1 2021 and held it in 6 quarters. The position peaked at $1.75M in Q1 2021. 44 funds tracked by Wall St. Rank hold IMTB as of Q3 2024.

Robertson Stephens Wealth Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,520 iShares Core 5-10 Year USD Bond ETF shares in Q3 2024, an estimated $363K.
Robertson Stephens Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2021 and held it in 6 quarters.
Robertson Stephens Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $1.75M in Q1 2021.
44 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.