MKD Wealth Coaches’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-5,395
| Closed | -$407K | – | 31 |
|
2020
Q3 | $407K | Sell |
5,395
-3,672
| -40% | -$277K | 0.58% | 22 |
|
2020
Q2 | $680K | Sell |
9,067
-78
| -0.9% | -$5.85K | 0.86% | 15 |
|
2020
Q1 | $651K | Buy |
9,145
+536
| +6% | +$38.2K | 0.87% | 19 |
|
2019
Q4 | $586K | Sell |
8,609
-67
| -0.8% | -$4.56K | 0.5% | 35 |
|
2019
Q3 | $602K | Sell |
8,676
-85
| -1% | -$5.9K | 0.63% | 30 |
|
2019
Q2 | $578K | Buy |
8,761
+463
| +6% | +$30.5K | 0.52% | 31 |
|
2019
Q1 | $520K | Buy |
8,298
+353
| +4% | +$22.1K | 0.53% | 28 |
|
2018
Q4 | $469K | Buy |
+7,945
| New | +$469K | 0.56% | 35 |
|