Horizons Wealth 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 |
-28,008
| Closed | -$672K | – | 171 |
|
|
2024
Q3 | $672K | Sell |
28,008
-276
| -1% | -$6.62K | 0.52% | 33 |
|
|
2024
Q2 | $677K | Sell |
28,284
-9,926
| -26% | -$238K | 0.54% | 32 |
|
|
2024
Q1 | $912K | Hold |
38,210
| – | – | 0.6% | 26 |
|
|
2023
Q4 | $912K | Buy |
38,210
+5,040
| +15% | +$120K | 0.6% | 26 |
|
|
2023
Q3 | $791K | Buy |
33,170
+11,187
| +51% | +$267K | 0.58% | 26 |
|
|
2023
Q2 | $523K | Buy |
21,983
+2,468
| +13% | +$58.7K | 0.37% | 37 |
|
|
2023
Q1 | $469K | Buy |
19,515
+7,420
| +61% | +$178K | 0.34% | 35 |
|
|
2022
Q4 | $288K | Buy |
+12,095
| New | +$288K | 0.23% | 45 |
|