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WealthPLAN Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-5,421
Closed -$283K – 340
2020
Q4 		$283K Buy
+5,421
New +$283K 0.02% 277

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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
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

WealthPLAN Partners's IMTB Position: Q1 2021 in Review

WealthPLAN Partners sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2021, closing a stake of 5,421 shares — an estimated $283K sold.

WealthPLAN Partners first reported a position in IMTB in Q4 2020 and held it in 1 quarter. The position peaked at $283K in Q4 2020. 40 funds tracked by Wall St. Rank hold IMTB as of Q1 2021.

  • WealthPLAN Partners reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 5,421 iShares Core 5-10 Year USD Bond ETF shares in Q1 2021, an estimated $283K.
  • WealthPLAN Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • WealthPLAN Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $283K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2021.

Based on WealthPLAN Partners's 13F filing for Q1 2021, filed 11 May 2021.