Creative Planning’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 |
-187,477
| Closed | -$4.5M | – | 3660 |
|
|
2024
Q3 | $4.5M | Sell |
187,477
-43,520
| -19% | -$1.04M | ﹤0.01% | 672 |
|
|
2024
Q2 | $5.54M | Sell |
230,997
-59,634
| -21% | -$1.43M | 0.01% | 574 |
|
|
2024
Q1 | $6.96M | Buy |
290,631
+15,589
| +6% | +$373K | 0.01% | 513 |
|
|
2023
Q4 | $6.56M | Buy |
275,042
+19,766
| +8% | +$472K | 0.01% | 495 |
|
|
2023
Q3 | $6.09M | Sell |
255,276
-9,807
| -4% | -$234K | 0.01% | 474 |
|
|
2023
Q2 | $6.31M | Sell |
265,083
-23,148
| -8% | -$551K | 0.01% | 453 |
|
|
2023
Q1 | $6.92M | Sell |
288,231
-58,752
| -17% | -$1.41M | 0.01% | 419 |
|
|
2022
Q4 | $8.28M | Buy |
346,983
+149,449
| +76% | +$3.56M | 0.01% | 375 |
|
|
2022
Q3 | $4.73M | Buy |
197,534
+176,579
| +843% | +$4.23M | 0.01% | 452 |
|
|
2022
Q2 | $512K | Buy |
+20,955
| New | +$512K | ﹤0.01% | 1296 |
|