IFG Advisory’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 |
-196,296
| Closed | -$4.71M | – | 688 |
|
|
2024
Q3 | $4.71M | Buy |
196,296
+12,230
| +7% | +$294K | 0.3% | 95 |
|
|
2024
Q2 | $4.41M | Sell |
184,066
-30,739
| -14% | -$737K | 0.28% | 93 |
|
|
2024
Q1 | $5.14M | Sell |
214,805
-37,901
| -15% | -$907K | 0.38% | 73 |
|
|
2023
Q4 | $6.03M | Buy |
252,706
+152,911
| +153% | +$3.65M | 0.44% | 49 |
|
|
2023
Q3 | $2.38M | Buy |
99,795
+11,956
| +14% | +$285K | 0.2% | 133 |
|
|
2023
Q2 | $2.09M | Buy |
87,839
+32,709
| +59% | +$778K | 0.19% | 158 |
|
|
2023
Q1 | $1.32M | Buy |
55,130
+37,632
| +215% | +$904K | 0.12% | 188 |
|
|
2022
Q4 | $417K | Buy |
17,498
+3,348
| +24% | +$79.8K | 0.04% | 346 |
|
|
2022
Q3 | $338K | Buy |
+14,150
| New | +$338K | 0.03% | 385 |
|