Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$12.1M Sell
276,482
-110,423
-29% -$4.88M 0.03% 531
2025
Q4 		$17.1M Sell
386,905
-41,294
-10% -$1.83M 0.02% 521
2025
Q3 		$18.9M Sell
428,199
-28,528
-6% -$1.25M 0.03% 466
2025
Q2 		$19.8M Sell
456,727
-16,065
-3% -$691K 0.03% 425
2025
Q1 		$20.5M Sell
472,792
-24,375
-5% -$1.04M 0.04% 389
2024
Q4 		$21.1M Buy
497,167
+485,203
+4,056% +$20.9M 0.04% 362
2024
Q3 		$533K Hold
11,964
– – ﹤0.01% 1789
2024
Q2 		$510K Hold
11,964
– – ﹤0.01% 1639
2024
Q1 		$513K Sell
11,964
-388
-3% -$16.6K ﹤0.01% 1570
2023
Q4 		$537K Buy
+12,352
New +$513K ﹤0.01% 1458

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