RA
IBTE

Ruggaard & Associates’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Ruggaard & Associates’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33,698
Closed -$807K – 122
2024
Q1 		$807K Buy
33,698
+3,483
+12% +$83.4K 0.38% 31
2023
Q4 		$721K Buy
30,215
+9,275
+44% +$221K 0.38% 32
2023
Q3 		$499K Buy
20,940
+2,575
+14% +$61.4K 0.3% 55
2023
Q2 		$437K Buy
+18,365
New +$437K 0.26% 61