4J Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-159,235
| Closed | -$3.82M | – | 90 |
|
|
2024
Q3 | $3.82M | Sell |
159,235
-1,687
| -1% | -$40.5K | 2.96% | 10 |
|
|
2024
Q2 | $3.86M | Buy |
160,922
+1,134
| +0.7% | +$27.2K | 3.19% | 8 |
|
|
2024
Q1 | $3.83M | Sell |
159,788
-57,573
| -26% | -$1.38M | 3.3% | 8 |
|
|
2023
Q4 | $5.19M | Sell |
217,361
-41,818
| -16% | -$998K | 4.74% | 6 |
|
|
2023
Q3 | $6.18M | Buy |
259,179
+1,546
| +0.6% | +$36.9K | 6.15% | 3 |
|
|
2023
Q2 | $6.13M | Buy |
257,633
+14,427
| +6% | +$343K | 5.95% | 3 |
|
|
2023
Q1 | $5.84M | Buy |
243,206
+19,217
| +9% | +$461K | 6.27% | 3 |
|
|
2022
Q4 | $5.34M | Buy |
223,989
+25,318
| +13% | +$604K | 6.2% | 3 |
|
|
2022
Q3 | $4.76M | Buy |
+198,671
| New | +$4.76M | 6.09% | 4 |
|