AE 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 |
-70,902
| Closed | -$1.7M | – | 2174 |
|
|
2024
Q3 | $1.7M | Sell |
70,902
-2,904
| -4% | -$69.7K | 0.02% | 577 |
|
|
2024
Q2 | $1.77M | Sell |
73,806
-96,926
| -57% | -$2.32M | 0.02% | 550 |
|
|
2024
Q1 | $4.09M | Sell |
170,732
-217,587
| -56% | -$5.21M | 0.05% | 339 |
|
|
2023
Q4 | $9.3M | Buy |
388,319
+68,156
| +21% | +$1.63M | 0.05% | 413 |
|
|
2023
Q3 | $7.63M | Buy |
320,163
+79,583
| +33% | +$1.9M | 0.05% | 443 |
|
|
2023
Q2 | $5.73M | Sell |
240,580
-69,371
| -22% | -$1.65M | 0.03% | 502 |
|
|
2023
Q1 | $7.44M | Buy |
309,951
+275,412
| +797% | +$6.61M | 0.05% | 416 |
|
|
2022
Q4 | $824K | Buy |
+34,539
| New | +$824K | 0.01% | 1060 |
|