Summit Wealth Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $3.01M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $919K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $972K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $918K | Sell |
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|
2020
Q2 | $990K | Buy |
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|
2020
Q1 | $938K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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