Advisornet Financial’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 |
-604
| Closed | -$14.5K | – | 2279 |
|
2024
Q3 | $14.5K | Buy |
604
+8
| +1% | +$192 | ﹤0.01% | 1305 |
|
2024
Q2 | $14.3K | Buy |
596
+7
| +1% | +$168 | ﹤0.01% | 1192 |
|
2024
Q1 | $14.1K | Buy |
589
+4
| +0.7% | +$96 | ﹤0.01% | 1189 |
|
2023
Q4 | $14K | Buy |
+585
| New | +$14K | ﹤0.01% | 1214 |
|
2023
Q2 | – | Sell |
-4,793
| Closed | -$115K | – | 2518 |
|
2023
Q1 | $115K | Buy |
4,793
+225
| +5% | +$5.4K | 0.01% | 590 |
|
2022
Q4 | $109K | Hold |
4,568
| – | – | 0.01% | 601 |
|
2022
Q3 | $109K | Sell |
4,568
-1,532
| -25% | -$36.6K | 0.01% | 636 |
|
2022
Q2 | $149K | Buy |
6,100
+2,667
| +78% | +$65.1K | 0.01% | 563 |
|
2022
Q1 | $85K | Buy |
+3,433
| New | +$85K | 0.01% | 795 |
|