Strategic Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4,171
| Closed | -$224K | – | 72 |
|
2023
Q1 | $224K | Hold |
4,171
| – | – | 0.14% | 65 |
|
2022
Q4 | $212K | Sell |
4,171
-171
| -4% | -$8.69K | 0.13% | 67 |
|
2022
Q3 | $218K | Hold |
4,342
| – | – | 0.14% | 58 |
|
2022
Q2 | $241K | Hold |
4,342
| – | – | 0.14% | 56 |
|
2022
Q1 | $278K | Sell |
4,342
-18,420
| -81% | -$1.18M | 0.14% | 58 |
|
2021
Q4 | $1.64M | Sell |
22,762
-13,035
| -36% | -$940K | 0.81% | 18 |
|
2021
Q3 | $2.56M | Buy |
35,797
+1,423
| +4% | +$102K | 1.38% | 16 |
|
2021
Q2 | $2.48M | Buy |
34,374
+903
| +3% | +$65.3K | 1.37% | 15 |
|
2021
Q1 | $2.29M | Buy |
33,471
+2,677
| +9% | +$183K | 1.36% | 15 |
|
2020
Q4 | $2.35M | Buy |
+30,794
| New | +$2.35M | 1.54% | 14 |
|