Secured Retirement 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,909
| Closed | -$433K | – | 138 |
|
2024
Q4 | $433K | Sell |
8,909
-1,186
| -12% | -$57.7K | 0.25% | 110 |
|
2024
Q3 | $538K | Sell |
10,095
-840
| -8% | -$44.7K | 0.39% | 75 |
|
2024
Q2 | $544K | Buy |
10,935
+1,083
| +11% | +$53.8K | 0.42% | 70 |
|
2024
Q1 | $504K | Sell |
9,852
-1,075
| -10% | -$54.9K | 0.43% | 71 |
|
2023
Q4 | $575K | Buy |
+10,927
| New | +$575K | 0.55% | 60 |
|