Wealth Enhancement Advisory Services’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 |
-14,308
| Closed | -$343K | – | 2990 |
|
|
2024
Q3 | $343K | Sell |
14,308
-343
| -2% | -$8.23K | ﹤0.01% | 2059 |
|
|
2024
Q2 | $351K | Hold |
14,651
| – | – | ﹤0.01% | 1873 |
|
|
2024
Q1 | $351K | Sell |
14,651
-2,608
| -15% | -$62.4K | ﹤0.01% | 1818 |
|
|
2023
Q4 | $412K | Buy |
17,259
+2,561
| +17% | +$61.1K | ﹤0.01% | 1627 |
|
|
2023
Q3 | $350K | Buy |
+14,698
| New | +$350K | ﹤0.01% | 1637 |
|