Baron Silver Stevens Financial Advisors’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 |
-11,263
| Closed | -$270K | – | 132 |
|
|
2024
Q3 | $270K | Buy |
11,263
+137
| +1% | +$3.29K | 0.05% | 100 |
|
|
2024
Q2 | $267K | Buy |
11,126
+129
| +1% | +$3.09K | 0.05% | 99 |
|
|
2024
Q1 | $263K | Sell |
10,997
-1,047
| -9% | -$25.1K | 0.05% | 105 |
|
|
2023
Q4 | $287K | Buy |
+12,044
| New | +$287K | 0.06% | 86 |
|
|
2023
Q3 | – | Sell |
-11,940
| Closed | -$284K | – | 113 |
|
|
2023
Q2 | $284K | Buy |
11,940
+948
| +9% | +$22.6K | 0.06% | 85 |
|
|
2023
Q1 | $264K | Buy |
+10,992
| New | +$264K | 0.07% | 85 |
|