Lantz Financial’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 |
-8,605
| Closed | -$207K | – | 240 |
|
|
2024
Q3 | $207K | Sell |
8,605
-85,533
| -91% | -$2.05M | 0.06% | 219 |
|
|
2024
Q2 | $2.26M | Buy |
94,138
+279
| +0.3% | +$6.69K | 0.7% | 37 |
|
|
2024
Q1 | $2.25M | Buy |
93,859
+9,087
| +11% | +$218K | 0.72% | 39 |
|
|
2023
Q4 | $2.02M | Sell |
84,772
-3,117
| -4% | -$74.4K | 0.73% | 36 |
|
|
2023
Q3 | $2.1M | Buy |
87,889
+10,538
| +14% | +$251K | 0.83% | 26 |
|
|
2023
Q2 | $1.84M | Buy |
77,351
+2,539
| +3% | +$60.4K | 0.72% | 36 |
|
|
2023
Q1 | $1.8M | Buy |
+74,812
| New | +$1.8M | 0.75% | 36 |
|