Reliant Wealth Planning’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 |
-42,698
| Closed | -$1.02M | – | 29 |
|
|
2024
Q3 | $1.02M | Sell |
42,698
-20,876
| -33% | -$501K | 0.44% | 10 |
|
|
2024
Q2 | $1.52M | Buy |
63,574
+26,697
| +72% | +$640K | 0.7% | 6 |
|
|
2024
Q1 | $883K | Buy |
36,877
+497
| +1% | +$11.9K | 0.42% | 7 |
|
|
2023
Q4 | $868K | Buy |
36,380
+14,356
| +65% | +$343K | 0.42% | 6 |
|
|
2023
Q3 | $525K | Buy |
+22,024
| New | +$525K | 0.28% | 13 |
|
|
2023
Q2 | – | Sell |
-258,277
| Closed | -$6.2M | – | 14 |
|
|
2023
Q1 | $6.2M | Sell |
258,277
-1,059
| -0.4% | -$25.4K | 3.84% | 6 |
|
|
2022
Q4 | $6.19M | Buy |
259,336
+1,152
| +0.4% | +$27.5K | 3.75% | 8 |
|
|
2022
Q3 | $6.18M | Buy |
258,184
+6,054
| +2% | +$145K | 2.63% | 11 |
|
|
2022
Q2 | $6.16M | Buy |
+252,130
| New | +$6.16M | 2.59% | 8 |
|