LVW Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,070
| Closed | -$288K | – | 265 |
|
|
2023
Q3 | $288K | Hold |
12,070
| – | – | 0.06% | 171 |
|
|
2023
Q2 | $287K | Hold |
12,070
| – | – | 0.06% | 169 |
|
|
2023
Q1 | $290K | Buy |
12,070
+270
| +2% | +$6.48K | 0.06% | 189 |
|
|
2022
Q4 | $281K | Hold |
11,800
| – | – | 0.06% | 190 |
|
|
2022
Q3 | $283K | Hold |
11,800
| – | – | 0.06% | 178 |
|
|
2022
Q2 | $288K | Buy |
+11,800
| New | +$288K | 0.06% | 185 |
|