Global Retirement Partners’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 |
-25,199
| Closed | -$605K | – | 3791 |
|
|
2024
Q3 | $605K | Buy |
25,199
+159
| +0.6% | +$3.82K | 0.02% | 581 |
|
|
2024
Q2 | $600K | Buy |
25,040
+148
| +0.6% | +$3.55K | 0.02% | 558 |
|
|
2024
Q1 | $596K | Sell |
24,892
-882
| -3% | -$21.1K | 0.02% | 488 |
|
|
2023
Q4 | $616K | Buy |
25,774
+23,930
| +1,298% | +$572K | 0.03% | 443 |
|
|
2023
Q3 | $43.8K | Buy |
1,844
+263
| +17% | +$6.25K | ﹤0.01% | 1340 |
|
|
2023
Q2 | $37.6K | Buy |
1,581
+7
| +0.4% | +$167 | ﹤0.01% | 1410 |
|
|
2023
Q1 | $37.7K | Buy |
1,574
+616
| +64% | +$14.7K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $22.8K | Buy |
958
+8
| +0.8% | +$191 | ﹤0.01% | 1423 |
|
|
2022
Q3 | $23K | Buy |
+950
| New | +$23K | ﹤0.01% | 1340 |
|