FWM
IBTE

Focused Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Focused Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$459K Buy
2024
Q1 		$443K Buy
2023
Q4 		$340K Buy
2023
Q3 		$311K Buy
2023
Q2 		$275K Buy
2023
Q1 		$267K Buy
2022
Q4 		$257K Buy