CTWM
IBTE
Cherry Tree Wealth Management’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
Q4 | – | Sell |
-64,550
| Closed | -$1.55M | – | 652 |
|
|
2024
Q3 | $1.55M | Sell |
64,550
-2,928
| -4% | -$70.3K | 0.37% | 52 |
|
|
2024
Q2 | $1.62M | Buy |
67,478
+1,883
| +3% | +$45.2K | 0.41% | 50 |
|
|
2024
Q1 | $1.57M | Buy |
65,595
+2,299
| +4% | +$55K | 0.39% | 52 |
|
|
2023
Q4 | $1.51M | Buy |
63,296
+12,073
| +24% | +$288K | 0.4% | 49 |
|
|
2023
Q3 | $1.22M | Buy |
51,223
+970
| +2% | +$23.1K | 0.36% | 48 |
|
|
2023
Q2 | $1.2M | Buy |
+50,253
| New | +$1.2M | 0.35% | 48 |
|