NDSI
IBTE
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-14,195
| Closed | -$338K | – | 189 |
|
2023
Q3 | $338K | Sell |
14,195
-67
| -0.5% | -$1.6K | 0.11% | 127 |
|
2023
Q2 | $339K | Buy |
14,262
+199
| +1% | +$4.74K | 0.1% | 134 |
|
2023
Q1 | $338K | Sell |
14,063
-323
| -2% | -$7.76K | 0.11% | 140 |
|
2022
Q4 | $343K | Buy |
14,386
+197
| +1% | +$4.7K | 0.11% | 136 |
|
2022
Q3 | $340 | Sell |
14,189
-4,095
| -22% | -$98 | 0.05% | 129 |
|
2022
Q2 | $447K | Buy |
+18,284
| New | +$447K | 0.15% | 120 |
|