Cannon Financial Strategists’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 |
-62,488
| Closed | -$1.5M | – | 100 |
|
|
2024
Q3 | $1.5M | Buy |
62,488
+763
| +1% | +$18.3K | 0.26% | 32 |
|
|
2024
Q2 | $1.48M | Buy |
61,725
+714
| +1% | +$17.1K | 0.28% | 28 |
|
|
2024
Q1 | $1.46M | Buy |
61,011
+2,955
| +5% | +$70.7K | 0.29% | 26 |
|
|
2023
Q4 | $1.39M | Buy |
58,056
+848
| +1% | +$20.2K | 0.3% | 28 |
|
|
2023
Q3 | $1.36M | Buy |
57,208
+609
| +1% | +$14.5K | 0.35% | 25 |
|
|
2023
Q2 | $1.35M | Buy |
+56,599
| New | +$1.35M | 0.37% | 26 |
|