Koss-Olinger Consulting’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 |
-22,129
| Closed | -$531K | – | 298 |
|
|
2024
Q3 | $531K | Buy |
22,129
+904
| +4% | +$21.7K | 0.05% | 148 |
|
|
2024
Q2 | $509K | Buy |
+21,225
| New | +$509K | 0.05% | 139 |
|
|
2024
Q1 | – | Sell |
-20,525
| Closed | -$490K | – | 334 |
|
|
2023
Q4 | $490K | Buy |
20,525
+10,593
| +107% | +$253K | 0.05% | 157 |
|
|
2023
Q3 | $237K | Buy |
+9,932
| New | +$237K | 0.04% | 230 |
|