Carmel Capital Partners’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
Q1
Sell
-197,888
Closed -$4.72M 170
2023
Q4
$4.72M Sell
197,888
-1,559
-0.8% -$37.2K 2.41% 6
2023
Q3
$4.75M Buy
199,447
+31,502
+19% +$751K 2.13% 6
2023
Q2
$4M Buy
167,945
+135,089
+411% +$3.22M 2.06% 6
2023
Q1
$789K Buy
+32,856
New +$789K 0.47% 50