Geneos Wealth Management’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 |
-24,537
| Closed | -$589K | – | 2976 |
|
|
2024
Q3 | $589K | Buy |
24,537
+309
| +1% | +$7.42K | 0.02% | 515 |
|
|
2024
Q2 | $581K | Buy |
24,228
+1,211
| +5% | +$29K | 0.03% | 460 |
|
|
2024
Q1 | $551K | Sell |
23,017
-1,079
| -4% | -$25.8K | 0.03% | 475 |
|
|
2023
Q4 | $575K | Sell |
24,096
-259
| -1% | -$6.18K | 0.03% | 448 |
|
|
2023
Q3 | $581K | Buy |
+24,355
| New | +$581K | 0.03% | 435 |
|