EWA
IBTE

ERTS Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

ERTS Wealth Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,845
Closed -$548K – 90
2024
Q3 		$548K Hold
22,845
– – 0.1% 46
2024
Q2 		$548K Sell
22,845
-1,675
-7% -$40.2K 0.11% 44
2024
Q1 		$587K Buy
24,520
+6,076
+33% +$145K 0.12% 42
2023
Q4 		$440K Buy
+18,444
New +$440K 0.09% 47