SWM
Selective Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7
| Closed | – | – | 411 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 760 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 563 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $0 | Sell |
7
-36
| -84% | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 270 |
|
|
2020
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 248 |
|