REDW Wealth’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 |
-17,255
| Closed | -$414K | – | 168 |
|
2024
Q3 | $414K | Sell |
17,255
-210
| -1% | -$5.04K | 0.11% | 106 |
|
2024
Q2 | $419K | Buy |
17,465
+1,672
| +11% | +$40.1K | 0.11% | 101 |
|
2024
Q1 | $378K | Sell |
15,793
-1,037
| -6% | -$24.8K | 0.1% | 105 |
|
2023
Q4 | $402K | Buy |
16,830
+8,195
| +95% | +$196K | 0.12% | 96 |
|
2023
Q3 | $206K | Buy |
+8,635
| New | +$206K | 0.06% | 136 |
|