Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,944
| Closed | -$1.27M | – | 32 |
|
|
2023
Q1 | $1.27M | Sell |
28,944
-1,162
| -4% | -$50.9K | 1.31% | 8 |
|
|
2022
Q4 | $1.29M | Buy |
30,106
+674
| +2% | +$28.8K | 1.27% | 10 |
|
|
2022
Q3 | $1.24K | Buy |
29,432
+2,206
| +8% | +$93 | 1% | 12 |
|
|
2022
Q2 | $1.22M | Buy |
27,226
+4,045
| +17% | +$181K | 1.19% | 13 |
|
|
2022
Q1 | $1.1K | Buy |
23,181
+2,727
| +13% | +$129 | 0.75% | 14 |
|
|
2021
Q4 | $1.03M | Sell |
20,454
-689
| -3% | -$34.7K | 0.75% | 16 |
|
|
2021
Q3 | $1.08M | Buy |
21,143
+2,939
| +16% | +$150K | 0.8% | 15 |
|
|
2021
Q2 | $936K | Buy |
+18,204
| New | +$936K | 0.67% | 16 |
|