Beacon Bridge Wealth Partners’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
Q1
Sell
-10,095
Closed -$531K 102
2023
Q4
$531K Sell
10,095
-15,462
-61% -$813K 0.26% 53
2023
Q3
$1.21M Sell
25,557
-114,754
-82% -$5.42M 0.64% 36
2023
Q2
$7.38M Buy
+140,311
New +$7.38M 3.77% 7