Stratos Wealth Partners’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 |
-90,922
| Closed | -$2.18M | – | 1554 |
|
|
2024
Q3 | $2.18M | Buy |
90,922
+311
| +0.3% | +$7.46K | 0.03% | 441 |
|
|
2024
Q2 | $2.17M | Sell |
90,611
-11,124
| -11% | -$267K | 0.03% | 429 |
|
|
2024
Q1 | $2.44M | Buy |
101,735
+1,886
| +2% | +$45.2K | 0.04% | 401 |
|
|
2023
Q4 | $2.38M | Buy |
99,849
+62,696
| +169% | +$1.5M | 0.04% | 382 |
|
|
2023
Q3 | $886K | Buy |
+37,153
| New | +$886K | 0.02% | 619 |
|