Goldstone Financial Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Sell	29,807 -5,241	-15%	-$261K	0.16%	94
2025 Q4	$1.74M	Sell	35,048 -1,420	-4%	-$71.7K	0.19%	78
2025 Q3	$1.84M	Buy	36,468 +3,529	+11%	+$175K	0.22%	73
2025 Q2	$1.62M	Buy	32,939 +505	+2%	+$24.5K	0.21%	69
2025 Q1	$1.62M	Sell	32,434 -4,030	-11%	-$199K	0.25%	69
2024 Q4	$1.77M	Sell	36,464 -3,498	-9%	-$177K	0.28%	63
2024 Q3	$2.13M	Buy	39,962 +10,133	+34%	+$526K	0.37%	55
2024 Q2	$1.48M	Sell	29,829 -5,830	-16%	-$289K	0.3%	58
2024 Q1	$1.82M	Buy	35,659 +6,858	+24%	+$349K	0.42%	46
2023 Q4	$1.51M	Buy	28,801 +5,563	+24%	+$269K	0.39%	48
2023 Q3	$1.1M	Buy	23,238 +6,345	+38%	+$318K	0.33%	61
2023 Q2	$889K	Buy	16,893 +3,450	+26%	+$182K	0.26%	69
2023 Q1	$722K	Buy	+13,443	New	+$713K	0.24%	70