Resonant Capital Advisors’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 |
-51,441
| Closed | -$1.23M | – | 366 |
|
|
2024
Q3 | $1.23M | Hold |
51,441
| – | – | 0.09% | 137 |
|
|
2024
Q2 | $1.23M | Sell |
51,441
-17,902
| -26% | -$429K | 0.1% | 130 |
|
|
2024
Q1 | $1.66M | Sell |
69,343
-2,346
| -3% | -$56.2K | 0.14% | 120 |
|
|
2023
Q4 | $1.71M | Hold |
71,689
| – | – | 0.17% | 115 |
|
|
2023
Q3 | $1.71M | Sell |
71,689
-19,069
| -21% | -$455K | 0.18% | 102 |
|
|
2023
Q2 | $2.16M | Sell |
90,758
-6,330
| -7% | -$151K | 0.23% | 92 |
|
|
2023
Q1 | $2.33M | Buy |
97,088
+34,391
| +55% | +$826K | 0.26% | 90 |
|
|
2022
Q4 | $1.5M | Buy |
+62,697
| New | +$1.5M | 0.19% | 106 |
|