CIBC Private Wealth Group’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 |
-18,935
| Closed | -$454K | – | 3227 |
|
|
2024
Q3 | $454K | Hold |
18,935
| – | – | ﹤0.01% | 899 |
|
|
2024
Q2 | $453K | Sell |
18,935
-6,265
| -25% | -$150K | ﹤0.01% | 848 |
|
|
2024
Q1 | $601K | Hold |
25,200
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $601K | Hold |
25,200
| – | – | ﹤0.01% | 757 |
|
|
2023
Q3 | $601K | Buy |
25,200
+1,700
| +7% | +$40.5K | ﹤0.01% | 706 |
|
|
2023
Q2 | $559K | Hold |
23,500
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $564K | Hold |
23,500
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $560 | Buy |
+23,500
| New | +$560 | ﹤0.01% | 789 |
|