Boston Family Office’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 |
-71,139
| Closed | -$1.71M | – | 284 |
|
2024
Q3 | $1.71M | Sell |
71,139
-32,901
| -32% | -$789K | 0.12% | 119 |
|
2024
Q2 | $2.5M | Sell |
104,040
-3,465
| -3% | -$83.1K | 0.18% | 100 |
|
2024
Q1 | $2.57M | Sell |
107,505
-2,555
| -2% | -$61.2K | 0.19% | 95 |
|
2023
Q4 | $2.63M | Buy |
110,060
+21,211
| +24% | +$506K | 0.2% | 92 |
|
2023
Q3 | $2.12M | Buy |
88,849
+3,540
| +4% | +$84.4K | 0.17% | 103 |
|
2023
Q2 | $2.03M | Buy |
85,309
+548
| +0.6% | +$13K | 0.16% | 112 |
|
2023
Q1 | $2.04M | Sell |
84,761
-6,679
| -7% | -$160K | 0.16% | 109 |
|
2022
Q4 | $2.18M | Buy |
91,440
+22,535
| +33% | +$537K | 0.18% | 106 |
|
2022
Q3 | $1.65M | Buy |
+68,905
| New | +$1.65M | 0.15% | 116 |
|