HHM Wealth 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
Q4 | – | Sell |
-1,750
| Closed | -$42K | – | 1046 |
|
|
2024
Q3 | $42K | Hold |
1,750
| – | – | 0.01% | 366 |
|
|
2024
Q2 | $42K | Hold |
1,750
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $41.9K | Hold |
1,750
| – | – | 0.01% | 321 |
|
|
2023
Q4 | $41.8K | Hold |
1,750
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $41.7K | Hold |
1,750
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $41.7K | Buy |
1,750
+1,693
| +2,970% | +$40.3K | 0.01% | 307 |
|
|
2023
Q1 | $1.37K | Buy |
57
+39
| +217% | +$937 | ﹤0.01% | 753 |
|
|
2022
Q4 | $429 | Hold |
18
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 836 |
|