Summit 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 |
-49,672
| Closed | -$1.19M | – | 240 |
|
|
2024
Q3 | $1.19M | Sell |
49,672
-2,427
| -5% | -$58.2K | 0.23% | 81 |
|
|
2024
Q2 | $1.25M | Sell |
52,099
-44,243
| -46% | -$1.06M | 0.26% | 72 |
|
|
2024
Q1 | $2.31M | Sell |
96,342
-659
| -0.7% | -$15.8K | 0.49% | 40 |
|
|
2023
Q4 | $2.31M | Buy |
97,001
+9,848
| +11% | +$235K | 0.54% | 39 |
|
|
2023
Q3 | $2.08M | Buy |
87,153
+22,854
| +36% | +$545K | 0.53% | 40 |
|
|
2023
Q2 | $1.53M | Buy |
64,299
+8,467
| +15% | +$202K | 0.38% | 46 |
|
|
2023
Q1 | $1.34M | Buy |
55,832
+32,564
| +140% | +$782K | 0.34% | 51 |
|
|
2022
Q4 | $555K | Buy |
+23,268
| New | +$555K | 0.15% | 98 |
|