Wealthspire Advisors (New York)’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 |
-131,295
| Closed | -$3.15M | – | 843 |
|
|
2024
Q3 | $3.15M | Sell |
131,295
-23,571
| -15% | -$566K | 0.03% | 183 |
|
|
2024
Q2 | $3.71M | Sell |
154,866
-1,512
| -1% | -$36.3K | 0.05% | 138 |
|
|
2024
Q1 | $3.74M | Sell |
156,378
-5,390
| -3% | -$129K | 0.05% | 131 |
|
|
2023
Q4 | $3.86M | Buy |
161,768
+26,217
| +19% | +$626K | 0.05% | 126 |
|
|
2023
Q3 | $3.23M | Buy |
135,551
+15,988
| +13% | +$381K | 0.05% | 128 |
|
|
2023
Q2 | $2.85M | Buy |
119,563
+9,514
| +9% | +$226K | 0.05% | 123 |
|
|
2023
Q1 | $2.64M | Buy |
110,049
+53,352
| +94% | +$1.28M | 0.05% | 127 |
|
|
2022
Q4 | $1.35M | Buy |
+56,697
| New | +$1.35M | 0.02% | 206 |
|