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Asset Advisors Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Asset Advisors Investment Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.5M Buy
468,057
+144,162
+45% +$3.24M 1.04% 30
2025
Q1 		$7.26M Buy
323,895
+136,205
+73% +$3.05M 0.76% 38
2024
Q4 		$4.17M Buy
187,690
+99,740
+113% +$2.21M 0.44% 46
2024
Q3 		$1.99M Buy
+87,950
New +$1.99M 0.21% 60