SW
IBTE

Simplicity Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-14,139
Closed -$339K – 532
2024
Q3 		$339K Sell
14,139
-8,183
-37% -$196K 0.03% 372
2024
Q2 		$535K Sell
22,322
-29,022
-57% -$696K 0.01% 731
2024
Q1 		$1.23M Buy
+51,344
New +$1.23M 0.03% 463