AJ Wealth Strategies’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,581
| Closed | -$427K | – | 263 |
|
|
2020
Q4 | $427K | Hold |
5,581
| – | – | 0.04% | 156 |
|
|
2020
Q3 | $421K | Hold |
5,581
| – | – | 0.04% | 142 |
|
|
2020
Q2 | $418K | Buy |
+5,581
| New | +$418K | 0.05% | 135 |
|
|
2020
Q1 | – | Sell |
-36,937
| Closed | -$2.52M | – | 184 |
|
|
2019
Q4 | $2.52M | Buy |
36,937
+517
| +1% | +$35.2K | 0.29% | 33 |
|
|
2019
Q3 | $2.53M | Buy |
+36,420
| New | +$2.53M | 0.33% | 31 |
|