B.O.S.S. Retirement Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,998
| Closed | -$266K | – | 241 |
|
|
2024
Q3 | $266K | Sell |
4,998
-708
| -12% | -$37.7K | 0.05% | 182 |
|
|
2024
Q2 | $284K | Buy |
5,706
+1,046
| +22% | +$52K | 0.07% | 152 |
|
|
2024
Q1 | $245K | Sell |
4,660
-618
| -12% | -$32.5K | 0.09% | 114 |
|
|
2023
Q4 | $277K | Sell |
5,278
-266
| -5% | -$14K | 0.05% | 213 |
|
|
2023
Q3 | $262K | Sell |
5,544
-35
| -0.6% | -$1.65K | 0.06% | 212 |
|
|
2023
Q2 | $293K | Buy |
5,579
+59
| +1% | +$3.1K | 0.06% | 203 |
|
|
2023
Q1 | $297K | Buy |
+5,520
| New | +$297K | 0.07% | 194 |
|