IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140,411
| Closed | -$3.35M | – | 4764 |
|
|
2024
Q4 | $3.35M | Sell |
140,411
-143,430
| -51% | -$3.43M | 0.11% | 201 |
|
|
2024
Q3 | $6.81M | Sell |
283,841
-25,897
| -8% | -$622K | 0.25% | 86 |
|
|
2024
Q2 | $7.43M | Sell |
309,738
-53,943
| -15% | -$1.29M | 0.29% | 68 |
|
|
2024
Q1 | $8.71M | Sell |
363,681
-53,851
| -13% | -$1.29M | 0.38% | 55 |
|
|
2023
Q4 | $9.96M | Buy |
417,532
+6,435
| +2% | +$154K | 0.47% | 45 |
|
|
2023
Q3 | $9.8M | Sell |
411,097
-54,909
| -12% | -$1.31M | 0.44% | 51 |
|
|
2023
Q2 | $11.1M | Sell |
466,006
-29,786
| -6% | -$709K | 0.46% | 43 |
|
|
2023
Q1 | $12.5M | Buy |
495,792
+45,453
| +10% | +$1.14M | 0.54% | 32 |
|
|
2022
Q4 | $11.3M | Buy |
450,339
+424,211
| +1,624% | +$10.7M | 0.3% | 60 |
|
|
2022
Q3 | $656K | Buy |
+26,128
| New | +$656K | 0.02% | 799 |
|