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TAP Consulting’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

TAP Consulting’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
Q4 		$5.26M Buy
123,812
+2,245
+2% +$96.9K 1.07% 28
2024
Q3 		$5.41M Buy
121,567
+7,479
+7% +$328K 1.07% 26
2024
Q2 		$4.86M Buy
114,088
+12,336
+12% +$521K 1.03% 29
2024
Q1 		$4.36M Buy
+101,752
New +$4.36M 0.96% 28

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAP Consulting's IMTB Position: Q4 2024 in Review

TAP Consulting increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 1.8% in Q4 2024, buying an estimated $96.9K and bringing the position to 123,812 shares worth $5.26M. The position accounts for 1.07% of the portfolio, ranked #28.

TAP Consulting first reported a position in IMTB in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.41M in Q3 2024. 47 funds tracked by Wall St. Rank hold IMTB as of Q4 2024.

  • TAP Consulting held 123,812 shares of iShares Core 5-10 Year USD Bond ETF worth $5.26M as of Q4 2024.
  • TAP Consulting bought 2,245 iShares Core 5-10 Year USD Bond ETF shares in Q4 2024, an estimated $96.9K.
  • iShares Core 5-10 Year USD Bond ETF made up 1.07% of TAP Consulting's portfolio in Q4 2024, its #28 holding.
  • TAP Consulting first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • TAP Consulting's iShares Core 5-10 Year USD Bond ETF position peaked at $5.41M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.