Cross Staff Investments’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 |
-14,185
| Closed | -$340K | – | 130 |
|
|
2024
Q3 | $340K | Sell |
14,185
-4,090
| -22% | -$98.2K | 0.26% | 95 |
|
|
2024
Q2 | $438K | Hold |
18,275
| – | – | 0.37% | 74 |
|
|
2024
Q1 | $438K | Hold |
18,275
| – | – | 0.37% | 70 |
|
|
2023
Q4 | $436K | Hold |
18,275
| – | – | 0.39% | 71 |
|
|
2023
Q3 | $436K | Sell |
18,275
-1,500
| -8% | -$35.8K | 0.43% | 67 |
|
|
2023
Q2 | $471K | Hold |
19,775
| – | – | 0.43% | 66 |
|
|
2023
Q1 | $475K | Buy |
19,775
+1,260
| +7% | +$30.3K | 0.47% | 65 |
|
|
2022
Q4 | $442K | Buy |
+18,515
| New | +$442K | 0.46% | 71 |
|