BWM
IBTE
BCS Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,634
| Closed | -$615K | – | 266 |
|
|
2024
Q3 | $615K | Hold |
25,634
| – | – | 0.26% | 82 |
|
|
2024
Q2 | $615K | Hold |
25,634
| – | – | 0.3% | 71 |
|
|
2024
Q1 | $614K | Buy |
25,634
+12,847
| +100% | +$308K | 0.2% | 111 |
|
|
2023
Q4 | $305K | Buy |
+12,787
| New | +$305K | 0.11% | 165 |
|