West Branch Capital’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 |
-1,500
| Closed | -$36K | – | 650 |
|
|
2024
Q3 | $36K | Hold |
1,500
| – | – | 0.01% | 174 |
|
|
2024
Q2 | $36K | Hold |
1,500
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $35.9K | Hold |
1,500
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $35.8K | Hold |
1,500
| – | – | 0.02% | 185 |
|
|
2023
Q3 | $35.8K | Hold |
1,500
| – | – | 0.02% | 184 |
|
|
2023
Q2 | $35.7K | Hold |
1,500
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $36K | Hold |
1,500
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $35.8K | Buy |
+1,500
| New | +$35.8K | 0.02% | 185 |
|