Wealth Enhancement Advisory Services’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 | $19.8M | Sell |
456,727
-16,065
| -3% | -$695K | 0.03% | 424 |
|
|
2025
Q1 | $20.5M | Sell |
472,792
-24,375
| -5% | -$1.06M | 0.04% | 389 |
|
|
2024
Q4 | $21.1M | Buy |
497,167
+485,203
| +4,056% | +$20.6M | 0.04% | 361 |
|
|
2024
Q3 | $533K | Hold |
11,964
| – | – | ﹤0.01% | 1776 |
|
|
2024
Q2 | $510K | Hold |
11,964
| – | – | ﹤0.01% | 1638 |
|
|
2024
Q1 | $513K | Sell |
11,964
-388
| -3% | -$16.6K | ﹤0.01% | 1570 |
|
|
2023
Q4 | $537K | Buy |
+12,352
| New | +$537K | ﹤0.01% | 1456 |
|