Phillips Financial Management’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 |
-80,145
| Closed | -$1.92M | – | 279 |
|
|
2024
Q3 | $1.92M | Buy |
80,145
+857
| +1% | +$20.6K | 0.15% | 85 |
|
|
2024
Q2 | $1.9M | Sell |
79,288
-20,000
| -20% | -$480K | 0.16% | 86 |
|
|
2024
Q1 | $2.38M | Buy |
99,288
+2,905
| +3% | +$69.5K | 0.19% | 77 |
|
|
2023
Q4 | $2.3M | Buy |
96,383
+40,046
| +71% | +$955K | 0.2% | 79 |
|
|
2023
Q3 | $1.34M | Buy |
56,337
+1,939
| +4% | +$46.2K | 0.13% | 86 |
|
|
2023
Q2 | $1.29M | Buy |
54,398
+3,583
| +7% | +$85.3K | 0.12% | 88 |
|
|
2023
Q1 | $1.22M | Buy |
50,815
+43,542
| +599% | +$1.05M | 0.12% | 89 |
|
|
2022
Q4 | $173K | Buy |
+7,273
| New | +$173K | 0.02% | 155 |
|