SPWM
IBTE

Straight Path Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Straight Path Wealth Management’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
-17,348
Closed -$416K – 104
2024
Q3 		$416K Sell
17,348
-903
-5% -$21.7K 0.18% 57
2024
Q2 		$438K Sell
18,251
-973
-5% -$23.3K 0.22% 54
2024
Q1 		$460K Buy
19,224
+1,482
+8% +$35.5K 0.26% 47
2023
Q4 		$423K Buy
+17,742
New +$423K 0.25% 49