AWS
IBTE
AJ Wealth Strategies’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31,000
| Closed | -$744K | – | 306 |
|
|
2023
Q1 | $744K | Sell |
31,000
-1,008
| -3% | -$24.2K | 0.04% | 145 |
|
|
2022
Q4 | $763K | Hold |
32,008
| – | – | 0.04% | 154 |
|
|
2022
Q3 | $767K | Hold |
32,008
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $782K | Buy |
+32,008
| New | +$782K | 0.04% | 148 |
|