Safeguard Financial’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 |
-80,568
| Closed | -$1.93M | – | 136 |
|
|
2024
Q3 | $1.93M | Buy |
80,568
+446
| +0.6% | +$10.7K | 0.46% | 26 |
|
|
2024
Q2 | $1.92M | Sell |
80,122
-9,648
| -11% | -$231K | 0.53% | 22 |
|
|
2024
Q1 | $2.15M | Buy |
89,770
+17,182
| +24% | +$411K | 0.7% | 16 |
|
|
2023
Q4 | $1.73M | Sell |
72,588
-4,153
| -5% | -$99.1K | 0.66% | 19 |
|
|
2023
Q3 | $1.83M | Buy |
76,741
+144
| +0.2% | +$3.43K | 0.88% | 16 |
|
|
2023
Q2 | $1.82M | Sell |
76,597
-614
| -0.8% | -$14.6K | 0.88% | 17 |
|
|
2023
Q1 | $1.85M | Sell |
77,211
-4,435
| -5% | -$106K | 1.13% | 15 |
|
|
2022
Q4 | $1.95M | Buy |
81,646
+16,541
| +25% | +$394K | 1.39% | 14 |
|
|
2022
Q3 | $1.56M | Buy |
65,105
+39,775
| +157% | +$952K | 1.44% | 15 |
|
|
2022
Q2 | $618K | Buy |
+25,330
| New | +$618K | 0.74% | 27 |
|