Wealth Advisory Solutions’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 |
-35,318
| Closed | -$848K | – | 137 |
|
|
2024
Q3 | $848K | Buy |
35,318
+488
| +1% | +$11.7K | 0.23% | 66 |
|
|
2024
Q2 | $835K | Buy |
34,830
+1,084
| +3% | +$26K | 0.23% | 67 |
|
|
2024
Q1 | $808K | Buy |
+33,746
| New | +$808K | 0.21% | 69 |
|
|
2023
Q4 | – | Sell |
-34,621
| Closed | -$825K | – | 115 |
|
|
2023
Q3 | $825K | Buy |
+34,621
| New | +$825K | 0.16% | 78 |
|