WealthShield Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.5K | Hold |
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|
2025
Q2 | $24.2K | Sell |
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|
2025
Q1 | $48.2K | Buy |
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|
2024
Q4 | $23.6K | Hold |
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|
2024
Q3 | $24.7K | Hold |
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|
2024
Q2 | $23.6K | Hold |
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|
2024
Q1 | $23.8K | Hold |
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|
2023
Q4 | $24.1K | Hold |
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|
2023
Q3 | $22.9K | Sell |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $271K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $474K | Sell |
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|
2019
Q2 | $784K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1M | Sell |
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|
2018
Q2 | $1.24M | Buy |
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