Avantax 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 |
-11,844
| Closed | -$284K | – | 2289 |
|
|
2024
Q3 | $284K | Sell |
11,844
-191
| -2% | -$4.58K | ﹤0.01% | 1796 |
|
|
2024
Q2 | $289K | Buy |
+12,035
| New | +$289K | ﹤0.01% | 1723 |
|
|
2023
Q4 | – | Sell |
-13,246
| Closed | -$316K | – | 1685 |
|
|
2023
Q3 | $316K | Hold |
13,246
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q2 | $315K | Sell |
13,246
-4,760
| -26% | -$113K | ﹤0.01% | 1159 |
|
|
2023
Q1 | $432K | Buy |
18,006
+35
| +0.2% | +$840 | 0.01% | 972 |
|
|
2022
Q4 | $429K | Buy |
+17,971
| New | +$429K | 0.01% | 934 |
|