Gould Asset 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 |
-82,791
| Closed | -$1.99M | – | 170 |
|
|
2024
Q3 | $1.99M | Buy |
82,791
+101
| +0.1% | +$2.42K | 0.43% | 32 |
|
|
2024
Q2 | $1.98M | Buy |
82,690
+33,275
| +67% | +$798K | 0.46% | 31 |
|
|
2024
Q1 | $1.18M | Buy |
49,415
+18,400
| +59% | +$440K | 0.29% | 45 |
|
|
2023
Q4 | $740K | Buy |
31,015
+17,060
| +122% | +$407K | 0.19% | 62 |
|
|
2023
Q3 | $333K | Sell |
13,955
-780
| -5% | -$18.6K | 0.09% | 107 |
|
|
2023
Q2 | $351K | Buy |
14,735
+710
| +5% | +$16.9K | 0.1% | 108 |
|
|
2023
Q1 | $337K | Sell |
14,025
-5,485
| -28% | -$132K | 0.1% | 107 |
|
|
2022
Q4 | $465K | Buy |
+19,510
| New | +$465K | 0.14% | 92 |
|