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True Link Financial Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

True Link Financial 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
2021
Q3 		– Sell
-398
Closed -$20K – 789
2021
Q2 		$20K Sell
398
-361
-48% -$18.5K ﹤0.01% 506
2021
Q1 		$39K Hold
759
– – 0.01% 523
2020
Q4 		$40K Buy
+759
New +$39.7K 0.01% 560

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

True Link Financial Advisors's IMTB Position: Q3 2021 in Review

True Link Financial Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2021, closing a stake of 398 shares — an estimated $20K sold.

True Link Financial Advisors first reported a position in IMTB in Q4 2020 and held it in 3 quarters. The position peaked at $40K in Q4 2020. 45 funds tracked by Wall St. Rank hold IMTB as of Q3 2021.

  • True Link Financial Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 398 iShares Core 5-10 Year USD Bond ETF shares in Q3 2021, an estimated $20K.
  • True Link Financial Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and held it in 3 quarters.
  • True Link Financial Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $40K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2021.

Based on True Link Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.