Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,570
| Closed | -$452K | – | 984 |
|
|
2023
Q3 | $452K | Sell |
9,570
-3,957
| -29% | -$187K | 0.02% | 641 |
|
|
2023
Q2 | $711K | Buy |
13,527
+9,641
| +248% | +$507K | 0.03% | 497 |
|
|
2023
Q1 | $209K | Buy |
+3,886
| New | +$209K | 0.01% | 820 |
|
|
2020
Q1 | – | Sell |
-4,729
| Closed | -$322K | – | 501 |
|
|
2019
Q4 | $322K | Buy |
+4,729
| New | +$322K | 0.04% | 356 |
|