Beverly Hills Private Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$299K Sell
2024
Q1
$443K Sell
2023
Q4
$450K Sell
2023
Q3
$465K Buy