Simplicity Solutions’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
2021
Q1
Sell
-173,008
Closed -$13.2M 727
2020
Q4
$13.2M Buy
173,008
+27,462
+19% +$2.1M 0.2% 111
2020
Q3
$11M Buy
145,546
+9,457
+7% +$714K 0.2% 101
2020
Q2
$10.2M Buy
136,089
+66,995
+97% +$5.02M 0.2% 107
2020
Q1
$4.92M Buy
69,094
+21,618
+46% +$1.54M 0.15% 114
2019
Q4
$3.23M Buy
47,476
+26,180
+123% +$1.78M 0.1% 170
2019
Q3
$1.48M Buy
+21,296
New +$1.48M 0.06% 225