Commonwealth Financial Services’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 |
-13,924
| Closed | -$333K | – | 202 |
|
|
2024
Q3 | $333K | Hold |
13,924
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $333K | Buy |
13,924
+500
| +4% | +$12K | 0.07% | 124 |
|
|
2024
Q1 | $320K | Hold |
13,424
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $320K | Sell |
13,424
-644
| -5% | -$15.4K | 0.08% | 132 |
|
|
2023
Q3 | $335K | Buy |
+14,068
| New | +$335K | 0.1% | 124 |
|