Spire Wealth Management’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 |
-1,400
| Closed | -$33.6K | – | 2531 |
|
|
2024
Q3 | $33.6K | Sell |
1,400
-3,138
| -69% | -$75.3K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $109K | Hold |
4,538
| – | – | ﹤0.01% | 872 |
|
|
2024
Q1 | $109K | Buy |
4,538
+3,138
| +224% | +$75.1K | ﹤0.01% | 971 |
|
|
2023
Q4 | $33.5K | Hold |
1,400
| – | – | ﹤0.01% | 1336 |
|
|
2023
Q3 | $33.4K | Sell |
1,400
-625
| -31% | -$14.9K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $48.2K | Hold |
2,025
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q1 | $48.6K | Buy |
2,025
+625
| +45% | +$15K | ﹤0.01% | 1218 |
|
|
2022
Q4 | $33K | Buy |
+1,400
| New | +$33K | ﹤0.01% | 1159 |
|