Autumn Glory Partners’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 | $278K | Sell |
12,369
-279
| -2% | -$6.28K | 0.13% | 149 |
|
|
2025
Q1 | $284K | Hold |
12,648
| – | – | 0.14% | 140 |
|
|
2024
Q4 | $281K | Sell |
12,648
-316
| -2% | -$7.01K | 0.14% | 142 |
|
|
2024
Q3 | $293K | Hold |
12,964
| – | – | 0.11% | 165 |
|
|
2024
Q2 | $286K | Buy |
12,964
+137
| +1% | +$3.02K | 0.15% | 132 |
|
|
2024
Q1 | $284K | Hold |
12,827
| – | – | 0.14% | 130 |
|
|
2023
Q4 | $287K | Buy |
12,827
+761
| +6% | +$17K | 0.16% | 122 |
|
|
2023
Q3 | $264K | Buy |
+12,066
| New | +$264K | 0.16% | 124 |
|