Ishares Tr cr 5 10 yr etf shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Ishares Tr cr 5 10 yr etf (IMTB) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Ishares Tr cr 5 10 yr etf
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr cr 5 10 yr etf held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr cr 5 10 yr etf by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $247k | 5.8k | 42.90 |
| 2023-12-31 | $250k | 5.8k | 43.50 |
| 2023-09-30 | $237k | 5.8k | 41.17 |
| 2023-06-30 | $248k | 5.8k | 43.07 |
| 2023-03-31 | $252k | 5.8k | 43.80 |
| 2022-12-31 | $246k | 5.8k | 42.76 |
| 2022-09-30 | $242k | 5.8k | 42.04 |
| 2022-06-30 | $258k | 5.8k | 44.82 |
| 2022-03-31 | $266k | 5.8k | 46.21 |
| 2021-12-31 | $223k | 4.5k | 50.10 |