Corient Private Wealth’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 |
-9,220
| Closed | -$221K | – | 2525 |
|
|
2024
Q3 | $221K | Buy |
+9,220
| New | +$221K | ﹤0.01% | 2152 |
|
|
2024
Q2 | – | Sell |
-14,910
| Closed | -$357K | – | 2394 |
|
|
2024
Q1 | $357K | Hold |
14,910
| – | – | ﹤0.01% | 1797 |
|
|
2023
Q4 | $356K | Hold |
14,910
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q3 | $355K | Buy |
+14,910
| New | +$355K | ﹤0.01% | 1656 |
|