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