Altus Wealth Group’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
Q1 | – | Sell |
-32,317
| Closed | -$717K | – | 142 |
|
|
2024
Q4 | $717K | Sell |
32,317
-1,117
| -3% | -$24.8K | 0.32% | 72 |
|
|
2024
Q3 | $757K | Sell |
33,434
-11,819
| -26% | -$268K | 0.32% | 66 |
|
|
2024
Q2 | $999K | Sell |
45,253
-15,674
| -26% | -$346K | 0.5% | 48 |
|
|
2024
Q1 | $1.35M | Sell |
60,927
-3,487
| -5% | -$77.3K | 0.68% | 40 |
|
|
2023
Q4 | $1.44M | Buy |
64,414
+4,462
| +7% | +$99.9K | 0.8% | 32 |
|
|
2023
Q3 | $1.31M | Buy |
59,952
+1,998
| +3% | +$43.7K | 0.83% | 30 |
|
|
2023
Q2 | $1.28M | Buy |
57,954
+2,536
| +5% | +$56.2K | 0.79% | 32 |
|
|
2023
Q1 | $1.26M | Buy |
+55,418
| New | +$1.26M | 0.85% | 27 |
|