Seneca House Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,561
| Closed | -$365K | – | 94 |
|
|
2024
Q3 | $365K | Sell |
15,561
-6,669
| -30% | -$157K | 0.15% | 64 |
|
|
2024
Q2 | $499K | Sell |
22,230
-12,375
| -36% | -$278K | 0.22% | 56 |
|
|
2024
Q1 | $784K | Sell |
34,605
-37,063
| -52% | -$840K | 0.34% | 44 |
|
|
2023
Q4 | $1.66M | Buy |
71,668
+954
| +1% | +$22K | 0.77% | 33 |
|
|
2023
Q3 | $1.55M | Buy |
70,714
+7,602
| +12% | +$166K | 0.81% | 33 |
|
|
2023
Q2 | $1.47M | Buy |
63,112
+154
| +0.2% | +$3.58K | 0.73% | 37 |
|
|
2023
Q1 | $1.5M | Buy |
62,958
+749
| +1% | +$17.9K | 0.78% | 36 |
|
|
2022
Q4 | $1.44M | Buy |
+62,209
| New | +$1.44M | 0.79% | 34 |
|