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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Buy |
1,778
+916
| +106% | +$20.6K | 0.01% | 453 |
|
|
2025
Q1 | $19.3K | Hold |
862
| – | – | 0.01% | 458 |
|
|
2024
Q4 | $19.1K | Hold |
862
| – | – | 0.01% | 445 |
|
|
2024
Q3 | $19.5K | Hold |
862
| – | – | 0.01% | 461 |
|
|
2024
Q2 | $19K | Hold |
862
| – | – | 0.01% | 575 |
|
|
2024
Q1 | $19.1K | Hold |
862
| – | – | 0.01% | 558 |
|
|
2023
Q4 | $19.3K | Hold |
862
| – | – | 0.01% | 409 |
|
|
2023
Q3 | $18.8K | Buy |
+862
| New | +$18.8K | 0.01% | 396 |
|