Lokken Investment 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
Q4 | – | Sell |
-91,265
| Closed | -$2.19M | – | 163 |
|
|
2024
Q3 | $2.19M | Buy |
91,265
+1,351
| +2% | +$32.4K | 0.91% | 29 |
|
|
2024
Q2 | $2.16M | Sell |
89,914
-2,517
| -3% | -$60.4K | 1.01% | 24 |
|
|
2024
Q1 | $2.21M | Sell |
92,431
-397
| -0.4% | -$9.5K | 1.1% | 22 |
|
|
2023
Q4 | $2.21M | Buy |
92,828
+1,919
| +2% | +$45.8K | 1.25% | 20 |
|
|
2023
Q3 | $2.17M | Buy |
90,909
+1,236
| +1% | +$29.5K | 1.42% | 19 |
|
|
2023
Q2 | $2.13M | Buy |
89,673
+12,723
| +17% | +$303K | 1.39% | 19 |
|
|
2023
Q1 | $1.85M | Buy |
+76,950
| New | +$1.85M | 1.4% | 18 |
|