OWA
Outlook Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,020
| Closed | -$550K | – | 219 |
|
|
2021
Q1 | $550K | Buy |
8,020
+125
| +2% | +$8.57K | 0.19% | 133 |
|
|
2020
Q4 | $603K | Sell |
7,895
-125
| -2% | -$9.55K | 0.22% | 111 |
|
|
2020
Q3 | $606K | Sell |
8,020
-465
| -5% | -$35.1K | 0.24% | 93 |
|
|
2020
Q2 | $636K | Sell |
8,485
-280
| -3% | -$21K | 0.27% | 81 |
|
|
2020
Q1 | $624K | Buy |
+8,765
| New | +$624K | 0.35% | 62 |
|