SWP
Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
33,518
-30,659
| -48% | -$1.52M | 0.32% | 58 |
|
|
2025
Q1 | $3.21M | Sell |
64,177
-7,188
| -10% | -$359K | 0.65% | 40 |
|
|
2024
Q4 | $3.47M | Buy |
71,365
+14,813
| +26% | +$721K | 0.71% | 35 |
|
|
2024
Q3 | $3.01M | Buy |
56,552
+3,127
| +6% | +$167K | 0.58% | 39 |
|
|
2024
Q2 | $2.66M | Buy |
53,425
+21,248
| +66% | +$1.06M | 0.55% | 39 |
|
|
2024
Q1 | $1.64M | Buy |
32,177
+12,366
| +62% | +$632K | 0.35% | 54 |
|
|
2023
Q4 | $1.04M | Buy |
19,811
+363
| +2% | +$19.1K | 0.24% | 67 |
|
|
2023
Q3 | $919K | Sell |
19,448
-123
| -0.6% | -$5.81K | 0.23% | 65 |
|
|
2023
Q2 | $1.03M | Buy |
19,571
+431
| +2% | +$22.7K | 0.26% | 61 |
|
|
2023
Q1 | $1.03M | Buy |
19,140
+46
| +0.2% | +$2.47K | 0.26% | 62 |
|
|
2022
Q4 | $972K | Sell |
19,094
-1,152
| -6% | -$58.7K | 0.26% | 62 |
|
|
2022
Q3 | $1.02M | Sell |
20,246
-1,859
| -8% | -$93.3K | 0.29% | 57 |
|
|
2022
Q2 | $1.23M | Sell |
22,105
-1,750
| -7% | -$97.3K | 0.33% | 48 |
|
|
2022
Q1 | $1.53M | Buy |
23,855
+869
| +4% | +$55.6K | 0.35% | 42 |
|
|
2021
Q4 | $1.66M | Buy |
22,986
+1,236
| +6% | +$89.2K | 0.36% | 44 |
|
|
2021
Q3 | $1.56M | Buy |
21,750
+56
| +0.3% | +$4.01K | 0.37% | 43 |
|
|
2021
Q2 | $1.57M | Buy |
21,694
+1,342
| +7% | +$97K | 0.37% | 42 |
|
|
2021
Q1 | $1.4M | Buy |
20,352
+932
| +5% | +$63.9K | 0.36% | 44 |
|
|
2020
Q4 | $1.48M | Buy |
19,420
+7,266
| +60% | +$555K | 0.4% | 39 |
|
|
2020
Q3 | $918K | Sell |
12,154
-1,046
| -8% | -$79K | 0.28% | 59 |
|
|
2020
Q2 | $990K | Buy |
13,200
+25
| +0.2% | +$1.87K | 0.32% | 55 |
|
|
2020
Q1 | $938K | Sell |
13,175
-2,188
| -14% | -$156K | 0.38% | 42 |
|
|
2019
Q4 | $1.05M | Buy |
+15,363
| New | +$1.05M | 0.36% | 45 |
|