Pacific Sage Partners’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
-195,890
Closed -$4.7M 113
2024
Q3
$4.7M Buy
195,890
+7,717
+4% +$185K 1.12% 18
2024
Q2
$4.51M Sell
188,173
-8,267
-4% -$198K 1.12% 18
2024
Q1
$4.7M Buy
196,440
+94,093
+92% +$2.25M 1.22% 18
2023
Q4
$2.44M Buy
+102,347
New +$2.44M 0.67% 20