Wechter Feldman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,227
| Closed | -$633K | – | 24 |
|
|
2021
Q1 | $633K | Buy |
9,227
+2,811
| +44% | +$193K | 0.47% | 15 |
|
|
2020
Q4 | $490K | Sell |
6,416
-213
| -3% | -$16.3K | 0.36% | 15 |
|
|
2020
Q3 | $501K | Sell |
6,629
-2,283
| -26% | -$173K | 0.39% | 16 |
|
|
2020
Q2 | $668K | Sell |
8,912
-90
| -1% | -$6.75K | 0.61% | 17 |
|
|
2020
Q1 | $641K | Buy |
9,002
+1,213
| +16% | +$86.4K | 1.57% | 13 |
|
|
2019
Q4 | $530K | Buy |
7,789
+1,104
| +17% | +$75.1K | 0.35% | 21 |
|
|
2019
Q3 | $464K | Buy |
+6,685
| New | +$464K | 0.29% | 24 |
|