WAM
IBTE

Worth Asset Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Worth Asset Management’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
Q3 		– Sell
-1,477
Closed -$35.2K – 450
2023
Q2 		$35.2K Hold
1,477
– – 0.03% 208
2023
Q1 		$35.5K Hold
1,477
– – 0.03% 211
2022
Q4 		$35.2K Buy
+1,477
New +$35.2K 0.02% 215