WP
IBTE

WealthPLAN Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

WealthPLAN Partners’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,027
Closed -$169K – 1408
2023
Q1 		$169K Buy
+7,027
New +$169K 0.02% 340