Farther Finance Advisors’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 |
-48,374
| Closed | -$1.16M | – | 4184 |
|
2024
Q3 | $1.16M | Sell |
48,374
-16,832
| -26% | -$404K | 0.04% | 310 |
|
2024
Q2 | $1.56M | Buy |
65,206
+9,228
| +16% | +$220K | 0.08% | 205 |
|
2024
Q1 | $1.34M | Buy |
55,978
+67
| +0.1% | +$1.6K | 0.08% | 206 |
|
2023
Q4 | $1.33M | Buy |
55,911
+54,461
| +3,756% | +$1.3M | 0.1% | 193 |
|
2023
Q3 | $34.6K | Hold |
1,450
| – | – | 0.01% | 911 |
|
2023
Q2 | $34.5K | Buy |
1,450
+986
| +213% | +$23.5K | 0.01% | 793 |
|
2023
Q1 | $11.1K | Buy |
+464
| New | +$11.1K | ﹤0.01% | 1078 |
|