Resource Planning Group’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 | $281K | Sell |
5,340
-96
| -2% | -$5.05K | 0.18% | 62 |
|
|
2023
Q3 | $257K | Hold |
5,436
| – | – | 0.22% | 51 |
|
|
2023
Q2 | $286K | Buy |
5,436
+96
| +2% | +$5.05K | 0.23% | 49 |
|
|
2023
Q1 | $287K | Hold |
5,340
| – | – | 0.23% | 51 |
|
|
2022
Q4 | $272K | Buy |
+5,340
| New | +$272K | 0.22% | 56 |
|
|
2022
Q3 | – | Sell |
-5,064
| Closed | -$282K | – | 66 |
|
|
2022
Q2 | $282K | Buy |
5,064
+588
| +13% | +$32.7K | 0.23% | 58 |
|
|
2022
Q1 | $287K | Buy |
+4,476
| New | +$287K | 0.21% | 57 |
|
|
2021
Q2 | – | Sell |
-4,001
| Closed | -$274K | – | 88 |
|
|
2021
Q1 | $274K | Buy |
+4,001
| New | +$274K | 0.18% | 57 |
|