Tyler-Stone Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-832
| Closed | -$35.4K | – | 586 |
|
|
2024
Q2 | $35.4K | Hold |
832
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $35.7K | Hold |
832
| – | – | 0.02% | 416 |
|
|
2023
Q4 | $36.2K | Hold |
832
| – | – | 0.02% | 408 |
|
|
2023
Q3 | $34K | Hold |
832
| – | – | 0.02% | 395 |
|
|
2023
Q2 | $36K | Buy |
+832
| New | +$36K | 0.02% | 383 |
|
|
2022
Q4 | $36K | Hold |
832
| – | – | 0.02% | 360 |
|
|
2022
Q3 | $35K | Hold |
832
| – | – | 0.03% | 344 |
|
|
2022
Q2 | $37K | Hold |
832
| – | – | 0.02% | 357 |
|
|
2022
Q1 | $39K | Sell |
832
-164
| -16% | -$7.69K | 0.02% | 373 |
|
|
2021
Q4 | $50K | Buy |
+996
| New | +$50K | 0.03% | 357 |
|