Beacon Financial Planning’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 |
-32,703
| Closed | -$785K | – | 49 |
|
|
2024
Q3 | $785K | Buy |
32,703
+2,255
| +7% | +$54.1K | 0.48% | 25 |
|
|
2024
Q2 | $730K | Buy |
30,448
+3,057
| +11% | +$73.3K | 0.5% | 23 |
|
|
2024
Q1 | $656K | Buy |
27,391
+6,194
| +29% | +$148K | 0.46% | 23 |
|
|
2023
Q4 | $506K | Buy |
21,197
+10,232
| +93% | +$244K | 0.4% | 21 |
|
|
2023
Q3 | $261K | Buy |
10,965
+2,360
| +27% | +$56.3K | 0.23% | 28 |
|
|
2023
Q2 | $205K | Buy |
+8,605
| New | +$205K | 0.17% | 30 |
|