BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $397K | Hold |
16,669
| – | – | 0.04% | 185 |
|
|
2023
Q1 | $400K | Hold |
16,669
| – | – | 0.04% | 186 |
|
|
2022
Q4 | $398K | Buy |
16,669
+5,872
| +54% | +$140K | 0.04% | 183 |
|
|
2022
Q3 | $259K | Hold |
10,797
| – | – | 0.03% | 214 |
|
|
2022
Q2 | $264K | Hold |
10,797
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $266K | Hold |
10,797
| – | – | 0.03% | 226 |
|
|
2021
Q4 | $275K | Buy |
10,797
+4,000
| +59% | +$102K | 0.03% | 232 |
|
|
2021
Q3 | $175K | Buy |
+6,797
| New | +$175K | 0.02% | 259 |
|