J.W. Cole Advisors’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
2025
Q2
$782K Buy
2025
Q1
$784K Buy
2024
Q4
$570K Buy
2024
Q3
$621K Buy
2024
Q2
$571K Sell
2024
Q1
$1.56M Buy
2023
Q4
$1.26M Buy
2023
Q3
$1.06M Buy
2023
Q2
$931K Buy
2023
Q1
$690K Buy
2022
Q4
$605K Buy