W.H. Cornerstone Investments’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
Q2 | – | Sell |
-11,549
| Closed | -$276K | – | 134 |
|
|
2024
Q1 | $276K | Sell |
11,549
-3,143
| -21% | -$75.1K | 0.2% | 108 |
|
|
2023
Q4 | $351K | Sell |
14,692
-984
| -6% | -$23.5K | 0.28% | 92 |
|
|
2023
Q3 | $374K | Buy |
15,676
+260
| +2% | +$6.2K | 0.33% | 82 |
|
|
2023
Q2 | $367K | Sell |
15,416
-1,061
| -6% | -$25.3K | 0.33% | 77 |
|
|
2023
Q1 | $396K | Sell |
16,477
-363
| -2% | -$8.72K | 0.36% | 76 |
|
|
2022
Q4 | $403K | Sell |
16,840
-255
| -1% | -$6.11K | 0.38% | 72 |
|
|
2022
Q3 | $408K | Buy |
+17,095
| New | +$408K | 0.43% | 69 |
|