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

Tyler-Stone 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	-832	Closed	-$35.4K	–	610
2024 Q2	$35.4K	Hold	832	–	–	0.01%	424
2024 Q1	$35.7K	Hold	832	–	–	0.02%	425
2023 Q4	$36.2K	Hold	832	–	–	0.02%	413
2023 Q3	$34K	Hold	832	–	–	0.02%	396
2023 Q2	$36K	Buy	+832	New	+$36.2K	0.02%	385
2022 Q4	$36K	Hold	832	–	–	0.02%	360
2022 Q3	$35K	Hold	832	–	–	0.03%	345
2022 Q2	$37K	Hold	832	–	–	0.02%	358
2022 Q1	$39K	Sell	832 -164	-16%	-$7.98K	0.02%	376
2021 Q4	$50K	Buy	+996	New	+$50.5K	0.03%	359

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

Tyler-Stone Wealth Management's IMTB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2024, closing a stake of 832 shares — an estimated $35.4K sold.

Tyler-Stone Wealth Management first reported a position in IMTB in Q4 2021 and held it in 10 quarters. The position peaked at $50K in Q4 2021. 44 funds tracked by Wall St. Rank hold IMTB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 832 iShares Core 5-10 Year USD Bond ETF shares in Q3 2024, an estimated $35.4K.
Tyler-Stone Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $50K in Q4 2021.
44 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.