Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,062
| Closed | -$749K | – | 554 |
|
|
2024
Q3 | $749K | Buy |
+14,062
| New | +$749K | 0.03% | 395 |
|
|
2024
Q1 | – | Sell |
-15,191
| Closed | -$799K | – | 561 |
|
|
2023
Q4 | $799K | Buy |
+15,191
| New | +$799K | 0.04% | 364 |
|
|
2021
Q2 | – | Sell |
-52
| Closed | -$4K | – | 1566 |
|
|
2021
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 2665 |
|
|
2019
Q4 | – | Sell |
-28
| Closed | -$2K | – | 2591 |
|
|
2019
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 2089 |
|
|
2018
Q3 | – | Sell |
-18,613
| Closed | -$1.12M | – | 408 |
|
|
2018
Q2 | $1.12M | Buy |
18,613
+527
| +3% | +$31.7K | 0.24% | 102 |
|
|
2018
Q1 | $1.08M | Buy |
18,086
+209
| +1% | +$12.5K | 0.27% | 91 |
|
|
2017
Q4 | $1.14M | Buy |
+17,877
| New | +$1.14M | 0.28% | 88 |
|