True Link Financial Advisors’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 |
-37,600
| Closed | -$902K | – | 81 |
|
|
2024
Q3 | $902K | Sell |
37,600
-37,845
| -50% | -$908K | 0.08% | 29 |
|
|
2024
Q2 | $1.81M | Sell |
75,445
-15,748
| -17% | -$378K | 0.17% | 19 |
|
|
2024
Q1 | $2.18M | Buy |
91,193
+4,480
| +5% | +$107K | 0.21% | 18 |
|
|
2023
Q4 | $2.07M | Buy |
86,713
+55,164
| +175% | +$1.32M | 0.22% | 18 |
|
|
2023
Q3 | $752K | Buy |
31,549
+3,916
| +14% | +$93.4K | 0.09% | 63 |
|
|
2023
Q2 | $658K | Buy |
+27,633
| New | +$658K | 0.08% | 69 |
|