AE Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.7K	Hold	655	–	–	﹤0.01%	1819
2025 Q1	$14.7K	Hold	655	–	–	﹤0.01%	1797
2024 Q4	$14.5K	Buy	+655	New	+$14.5K	﹤0.01%	1789
2024 Q1	–	Sell	-9,462	Closed	-$211K	–	1543
2023 Q4	$211K	Buy	+9,462	New	+$211K	﹤0.01%	1865