Oliver Lagore Vanvalin 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 |
-2,796
| Closed | -$67.1K | – | 733 |
|
|
2024
Q3 | $67.1K | Sell |
2,796
-399
| -12% | -$9.58K | 0.02% | 218 |
|
|
2024
Q2 | $76.6K | Sell |
3,195
-7,388
| -70% | -$177K | 0.02% | 193 |
|
|
2024
Q1 | $253K | Buy |
10,583
+9,900
| +1,449% | +$237K | 0.07% | 110 |
|
|
2023
Q4 | $16.3K | Buy |
+683
| New | +$16.3K | 0.01% | 345 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$2.38K | – | 1003 |
|
|
2023
Q2 | $2.38K | Hold |
100
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $2.4K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
|
2022
Q4 | $2.39K | Buy |
+100
| New | +$2.39K | ﹤0.01% | 542 |
|