Rooted Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,887
| Closed | -$1.08M | – | 98 |
|
|
2024
Q3 | $1.08M | Sell |
20,887
-43,315
| -67% | -$2.24M | 0.48% | 35 |
|
|
2024
Q2 | $3.25M | Buy |
64,202
+4,895
| +8% | +$248K | 1.44% | 16 |
|
|
2024
Q1 | $2.97M | Buy |
59,307
+1,815
| +3% | +$90.7K | 1.46% | 17 |
|
|
2023
Q4 | $2.94M | Buy |
57,492
+3,778
| +7% | +$193K | 1.54% | 18 |
|
|
2023
Q3 | $2.59M | Buy |
+53,714
| New | +$2.59M | 1.59% | 18 |
|