Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19.4K Sell
2025
Q2
$40K Buy
2025
Q1
$19.3K Hold
2024
Q4
$19.1K Hold
2024
Q3
$19.5K Hold
2024
Q2
$19K Hold
2024
Q1
$19.1K Hold
2023
Q4
$19.3K Hold
2023
Q3
$18.8K Buy