9WM
IBTE

9258 Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

9258 Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,403
Closed -$200K – 338
2022
Q4 		$200K Hold
8,403
– – 0.04% 312
2022
Q3 		$201K Buy
+8,403
New +$201K 0.05% 304