Steward Partners Investment Advisory’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
19,948
+4,798
+32% +$209K 0.01% 1048
2025
Q1
$658K Buy
+15,150
New +$658K 0.01% 1098