Atria Wealth Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-84,679
| Closed | -$4.23M | – | 1686 |
|
2025
Q1 | $4.23M | Sell |
84,679
-6,220
| -7% | -$311K | 0.05% | 391 |
|
2024
Q4 | $4.42M | Sell |
90,899
-411
| -0.5% | -$20K | 0.05% | 387 |
|
2024
Q3 | $4.86M | Sell |
91,310
-914
| -1% | -$48.7K | 0.05% | 357 |
|
2024
Q2 | $4.58M | Buy |
92,224
+4,541
| +5% | +$226K | 0.05% | 357 |
|
2024
Q1 | $4.48M | Sell |
87,683
-179
| -0.2% | -$9.15K | 0.05% | 368 |
|
2023
Q4 | $4.62M | Buy |
87,862
+7,845
| +10% | +$412K | 0.06% | 338 |
|
2023
Q3 | $3.78M | Sell |
80,017
-18,060
| -18% | -$853K | 0.05% | 364 |
|
2023
Q2 | $5.16M | Sell |
98,077
-6,417
| -6% | -$338K | 0.07% | 274 |
|
2023
Q1 | $5.61M | Buy |
104,494
+19,950
| +24% | +$1.07M | 0.08% | 240 |
|
2022
Q4 | $4.31M | Buy |
+84,544
| New | +$4.31M | 0.07% | 280 |
|