WP
IBTE
WealthSource Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.91M | Buy |
121,975
+22,121
| +22% | +$528K | 0.19% | 88 |
|
|
2023
Q3 | $2.38M | Buy |
99,854
+1,097
| +1% | +$26.2K | 0.16% | 105 |
|
|
2023
Q2 | $2.35M | Buy |
98,757
+1,032
| +1% | +$24.6K | 0.15% | 103 |
|
|
2023
Q1 | $2.35M | Buy |
97,725
+1,850
| +2% | +$44.4K | 0.16% | 98 |
|
|
2022
Q4 | $2.29M | Buy |
95,875
+33,050
| +53% | +$788K | 0.16% | 99 |
|
|
2022
Q3 | $1.51M | Buy |
62,825
+37,700
| +150% | +$903K | 0.11% | 145 |
|
|
2022
Q2 | $614K | Buy |
+25,125
| New | +$614K | 0.04% | 266 |
|