Stockman 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 |
-77,999
| Closed | -$1.87M | – | 186 |
|
|
2024
Q3 | $1.87M | Sell |
77,999
-5,935
| -7% | -$142K | 0.29% | 56 |
|
|
2024
Q2 | $2.01M | Buy |
83,934
+758
| +0.9% | +$18.2K | 0.35% | 54 |
|
|
2024
Q1 | $1.99M | Buy |
83,176
+10,139
| +14% | +$243K | 0.35% | 54 |
|
|
2023
Q4 | $1.74M | Buy |
73,037
+14,023
| +24% | +$335K | 0.35% | 53 |
|
|
2023
Q3 | $1.41M | Buy |
59,014
+21,967
| +59% | +$524K | 0.31% | 56 |
|
|
2023
Q2 | $882K | Buy |
+37,047
| New | +$882K | 0.19% | 70 |
|