Laurel Wealth Advisors (North Carolina)’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 |
-6,200
| Closed | -$149K | – | 772 |
|
|
2024
Q3 | $149K | Sell |
6,200
-1,000
| -14% | -$24K | 0.02% | 199 |
|
|
2024
Q2 | $173K | Sell |
7,200
-1,600
| -18% | -$38.4K | 0.03% | 181 |
|
|
2024
Q1 | $211K | Sell |
8,800
-1,100
| -11% | -$26.3K | 0.04% | 171 |
|
|
2023
Q4 | $236K | Buy |
9,900
+6,700
| +209% | +$160K | 0.04% | 159 |
|
|
2023
Q3 | $76.3K | Hold |
3,200
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $76.2K | Buy |
+3,200
| New | +$76.2K | 0.02% | 251 |
|