GHP Investment 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
Q3 | – | Sell |
-3,176
| Closed | -$76.2K | – | 1089 |
|
|
2024
Q2 | $76.2K | Hold |
3,176
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $76K | Hold |
3,176
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $75.8K | Hold |
3,176
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $75.6K | Hold |
3,176
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $75.5K | Buy |
3,176
+259
| +9% | +$6.16K | ﹤0.01% | 451 |
|
|
2023
Q1 | $70K | Buy |
2,917
+417
| +17% | +$10K | ﹤0.01% | 461 |
|
|
2022
Q4 | $59.6K | Buy |
+2,500
| New | +$59.6K | ﹤0.01% | 476 |
|