HWMA
IBTE

Heritage Wealth Management (Arizona)’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$654K Buy
+27,406
New +$654K 0.09% 156