NWM
IBTE

Northwest Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Northwest Wealth Management’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
Q4 		– Sell
-11,565
Closed -$278K – 178
2024
Q3 		$278K Sell
11,565
-210
-2% -$5.04K 0.06% 124
2024
Q2 		$282K Buy
11,775
+3,222
+38% +$77.3K 0.07% 128
2024
Q1 		$205K Buy
+8,553
New +$205K 0.06% 165