Avantax Planning Partners’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 |
-288,678
| Closed | -$6.93M | – | 457 |
|
|
2024
Q3 | $6.93M | Sell |
288,678
-2,672
| -0.9% | -$64.1K | 0.25% | 69 |
|
|
2024
Q2 | $6.99M | Buy |
291,350
+18,551
| +7% | +$445K | 0.22% | 75 |
|
|
2024
Q1 | $6.53M | Buy |
272,799
+213,537
| +360% | +$5.11M | 0.21% | 77 |
|
|
2023
Q4 | $1.41M | Sell |
59,262
-3,332
| -5% | -$79.5K | 0.05% | 145 |
|
|
2023
Q3 | $1.49M | Sell |
62,594
-341
| -0.5% | -$8.13K | 0.06% | 128 |
|
|
2023
Q2 | $1.5M | Hold |
62,935
| – | – | 0.06% | 134 |
|
|
2023
Q1 | $1.51M | Buy |
62,935
+1,397
| +2% | +$33.5K | 0.06% | 127 |
|
|
2022
Q4 | $1.47M | Buy |
61,538
+6,918
| +13% | +$165K | 0.06% | 129 |
|
|
2022
Q3 | $1.31M | Buy |
+54,620
| New | +$1.31M | 0.06% | 123 |
|