Rooted Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.08M Sell
2024
Q2
$3.25M Buy
2024
Q1
$2.96M Buy
2023
Q4
$2.94M Buy
2023
Q3
$2.59M Buy