Essential 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 |
-213,736
| Closed | -$5.13M | – | 314 |
|
|
2024
Q3 | $5.13M | Sell |
213,736
-8,137
| -4% | -$195K | 2.1% | 11 |
|
|
2024
Q2 | $5.32M | Buy |
221,873
+17,621
| +9% | +$423K | 2.34% | 10 |
|
|
2024
Q1 | $4.87M | Buy |
204,252
+35,080
| +21% | +$837K | 2.44% | 11 |
|
|
2023
Q4 | $4.04M | Buy |
169,172
+110,135
| +187% | +$2.63M | 2.04% | 14 |
|
|
2023
Q3 | $1.85M | Buy |
+59,037
| New | +$1.85M | 1.03% | 17 |
|