Focus Partners Wealth’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	-119,352	Closed	-$2.86M	–	1937
2024 Q3	$2.86M	Sell	119,352 -487,228	-80%	-$11.7M	0.01%	689
2024 Q2	$14.5M	Buy	606,580 +126,334	+26%	+$3.03M	0.05%	298
2024 Q1	$11.5M	Sell	480,246 -24,051	-5%	-$576K	0.09%	200
2023 Q4	$12M	Buy	+504,297	New	+$12M	0.16%	137