Safeguard Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
21,953
-1,200
| -5% | -$59.3K | 0.27% | 40 |
|
|
2025
Q1 | $1.16M | Sell |
23,153
-1,141
| -5% | -$57K | 0.31% | 35 |
|
|
2024
Q4 | $1.18M | Sell |
24,294
-1,374
| -5% | -$66.8K | 0.32% | 33 |
|
|
2024
Q3 | $1.37M | Sell |
25,668
-11,727
| -31% | -$625K | 0.39% | 26 |
|
|
2024
Q2 | $1.86M | Sell |
37,395
-3,317
| -8% | -$165K | 0.58% | 19 |
|
|
2024
Q1 | $2.08M | Sell |
40,712
-46,915
| -54% | -$2.4M | 0.71% | 16 |
|
|
2023
Q4 | $4.61M | Sell |
87,627
-1,094
| -1% | -$57.5K | 1.73% | 10 |
|
|
2023
Q3 | $4.19M | Sell |
88,721
-1,764
| -2% | -$83.4K | 1.83% | 10 |
|
|
2023
Q2 | $4.76M | Sell |
90,485
-1,802
| -2% | -$94.8K | 2.03% | 9 |
|
|
2023
Q1 | $4.96M | Sell |
92,287
-2,416
| -3% | -$130K | 2.39% | 9 |
|
|
2022
Q4 | $4.82M | Sell |
94,703
-5,186
| -5% | -$264K | 2.97% | 10 |
|
|
2022
Q3 | $5.01M | Sell |
99,889
-7,718
| -7% | -$387K | 3.43% | 5 |
|
|
2022
Q2 | $6.89M | Hold |
107,607
| – | – | 4.24% | 4 |
|
|
2022
Q1 | $6.89M | Sell |
107,607
-19,332
| -15% | -$1.24M | 4.7% | 4 |
|
|
2021
Q4 | $9.16M | Buy |
126,939
+6,112
| +5% | +$441K | 5.34% | 3 |
|
|
2021
Q3 | $8.65M | Buy |
120,827
+11,171
| +10% | +$800K | 5.6% | 3 |
|
|
2021
Q2 | $7.92M | Buy |
109,656
+21,323
| +24% | +$1.54M | 5.64% | 3 |
|
|
2021
Q1 | $6.06M | Buy |
88,333
+56,002
| +173% | +$3.84M | 5.41% | 4 |
|
|
2020
Q4 | $2.47M | Buy |
+32,331
| New | +$2.47M | 2.19% | 9 |
|