JDM Financial Group’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
Q3 | – | Sell |
-27
| Closed | -$640 | – | 419 |
|
|
2024
Q2 | $640 | Sell |
27
-19,066
| -100% | -$452K | ﹤0.01% | 219 |
|
|
2024
Q1 | $457K | Buy |
19,093
+2,104
| +12% | +$50.4K | 0.33% | 27 |
|
|
2023
Q4 | $405K | Buy |
16,989
+342
| +2% | +$8.16K | 0.34% | 25 |
|
|
2023
Q3 | $397K | Buy |
16,647
+1,005
| +6% | +$24K | 0.37% | 26 |
|
|
2023
Q2 | $372K | Buy |
15,642
+348
| +2% | +$8.28K | 0.32% | 25 |
|
|
2023
Q1 | $367K | Buy |
15,294
+4,800
| +46% | +$115K | 0.34% | 26 |
|
|
2022
Q4 | $250K | Buy |
+10,494
| New | +$250K | 0.24% | 28 |
|