Valmark Advisers’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 |
-96,971
| Closed | -$2.33M | – | 619 |
|
|
2024
Q3 | $2.33M | Buy |
96,971
+17,222
| +22% | +$413K | 0.04% | 177 |
|
|
2024
Q2 | $1.91M | Buy |
79,749
+12,380
| +18% | +$297K | 0.03% | 185 |
|
|
2024
Q1 | $1.61M | Buy |
67,369
+13,649
| +25% | +$327K | 0.03% | 198 |
|
|
2023
Q4 | $1.28M | Buy |
53,720
+2,210
| +4% | +$52.7K | 0.02% | 213 |
|
|
2023
Q3 | $1.23M | Buy |
51,510
+7,661
| +17% | +$183K | 0.03% | 193 |
|
|
2023
Q2 | $1.04M | Buy |
43,849
+11,636
| +36% | +$277K | 0.02% | 223 |
|
|
2023
Q1 | $773K | Buy |
+32,213
| New | +$773K | 0.02% | 249 |
|