CIA
IBTE
Compass Ion Advisors’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 |
-21,731
| Closed | -$522K | – | 272 |
|
|
2024
Q3 | $522K | Sell |
21,731
-6,367
| -23% | -$153K | 0.06% | 160 |
|
|
2024
Q2 | $673K | Hold |
28,098
| – | – | 0.1% | 120 |
|
|
2024
Q1 | $673K | Buy |
28,098
+4,595
| +20% | +$110K | 0.1% | 121 |
|
|
2023
Q4 | $561K | Buy |
+23,503
| New | +$561K | 0.09% | 134 |
|