LFGH
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Lee Financial Group Hawaii’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Lee Financial Group Hawaii’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,944
Closed -$1.27M – 32
2023
Q1 		$1.27M Sell
28,944
-1,162
-4% -$50.6K 1.31% 8
2022
Q4 		$1.29M Buy
30,106
+674
+2% +$28.7K 1.27% 10
2022
Q3 		$1.24K Buy
29,432
+2,206
+8% +$98.4K 1% 12
2022
Q2 		$1.22M Buy
27,226
+4,045
+17% +$183K 1.19% 13
2022
Q1 		$1.1K Buy
23,181
+2,727
+13% +$133K 0.75% 14
2021
Q4 		$1.03M Sell
20,454
-689
-3% -$34.9K 0.75% 16
2021
Q3 		$1.08M Buy
21,143
+2,939
+16% +$152K 0.8% 15
2021
Q2 		$936K Buy
+18,204
New +$933K 0.67% 16

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