Kathmere Capital Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-198
| Closed | -$10K | – | 266 |
|
2020
Q4 | $10K | Hold |
198
| – | – | ﹤0.01% | 319 |
|
2020
Q3 | $10K | Buy |
+198
| New | +$10K | ﹤0.01% | 299 |
|
2020
Q2 | – | Sell |
-66,620
| Closed | -$3.41M | – | 117 |
|
2020
Q1 | $3.41M | Buy |
66,620
+29,646
| +80% | +$1.52M | 1.24% | 26 |
|
2019
Q4 | $1.87M | Buy |
+36,974
| New | +$1.87M | 0.67% | 33 |
|