BHPW
IBTE
Beverly Hills Private Wealth’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
Q3 | – | Sell |
-12,488
| Closed | -$299K | – | 365 |
|
|
2024
Q2 | $299K | Sell |
12,488
-6,011
| -32% | -$144K | 0.07% | 277 |
|
|
2024
Q1 | $443K | Sell |
18,499
-345
| -2% | -$8.26K | 0.1% | 215 |
|
|
2023
Q4 | $450K | Sell |
18,844
-644
| -3% | -$15.4K | 0.12% | 190 |
|
|
2023
Q3 | $465K | Buy |
+19,488
| New | +$465K | 0.14% | 157 |
|