MA
IBTE

Mutual Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Mutual Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,693
Closed -$878K – 1169
2024
Q1 		$878K Sell
36,693
-30,827
-46% -$738K 0.03% 513
2023
Q4 		$1.61M Sell
67,520
-24,022
-26% -$573K 0.06% 322
2023
Q3 		$2.18M Buy
91,542
+52,973
+137% +$1.26M 0.09% 224
2023
Q2 		$918K Buy
+38,569
New +$918K 0.03% 461