BIA
IBTE

Bell Investment Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Bell Investment Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,548
Closed -$132K – 2007
2023
Q2 		$132K Buy
5,548
+57
+1% +$1.36K 0.03% 96
2023
Q1 		$132K Buy
5,491
+38
+0.7% +$912 0.03% 91
2022
Q4 		$130K Buy
+5,453
New +$130K 0.03% 95