Journey Advisory Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54,778
| Closed | -$1.31M | – | 296 |
|
|
2024
Q4 | $1.31M | Hold |
54,778
| – | – | 0.16% | 94 |
|
|
2024
Q3 | $1.31M | Hold |
54,778
| – | – | 0.16% | 94 |
|
|
2024
Q2 | $1.31M | Buy |
54,778
+73
| +0.1% | +$1.75K | 0.16% | 94 |
|
|
2024
Q1 | $1.31M | Sell |
54,705
-333,242
| -86% | -$7.96M | 0.16% | 102 |
|
|
2023
Q4 | $9.26M | Buy |
387,947
+62,964
| +19% | +$1.5M | 1.26% | 23 |
|
|
2023
Q3 | $7.75M | Buy |
324,983
+45,294
| +16% | +$1.08M | 1.16% | 25 |
|
|
2023
Q2 | $6.66M | Buy |
279,689
+223,009
| +393% | +$5.33M | 0.99% | 27 |
|
|
2023
Q1 | $1.36M | Buy |
+56,680
| New | +$1.35M | 0.21% | 101 |
|