Allworth Financial’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 | $3.45M | Buy |
153,422
+43,782
| +40% | +$985K | 0.02% | 374 |
|
|
2025
Q1 | $2.46M | Buy |
109,640
+1,646
| +2% | +$37K | 0.01% | 359 |
|
|
2024
Q4 | $2.4M | Buy |
107,994
+13,329
| +14% | +$296K | 0.01% | 367 |
|
|
2024
Q3 | $2.14M | Sell |
94,665
-5,592
| -6% | -$127K | 0.01% | 328 |
|
|
2024
Q2 | $2.23M | Sell |
100,257
-14,692
| -13% | -$326K | 0.01% | 315 |
|
|
2024
Q1 | $2.55M | Sell |
114,949
-47,708
| -29% | -$1.06M | 0.02% | 280 |
|
|
2023
Q4 | $3.64M | Buy |
162,657
+153,575
| +1,691% | +$3.44M | 0.03% | 225 |
|
|
2023
Q3 | $198K | Buy |
+9,082
| New | +$198K | ﹤0.01% | 686 |
|