Ameritas Advisory Services’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 |
-37,610
| Closed | -$903K | – | 935 |
|
2024
Q3 | $903K | Buy |
37,610
+3,965
| +12% | +$95.2K | 0.04% | 410 |
|
2024
Q2 | $807K | Buy |
33,645
+4,200
| +14% | +$101K | 0.03% | 466 |
|
2024
Q1 | $703K | Buy |
+29,445
| New | +$703K | 0.03% | 466 |
|
2023
Q4 | – | Sell |
-16,100
| Closed | -$383K | – | 863 |
|
2023
Q3 | $383K | Buy |
+16,100
| New | +$383K | 0.02% | 568 |
|