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Autumn Glory Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Autumn Glory Partners’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Buy
13,475
+28
+0.2% +$629 0.11% 166
2025
Q4 		$302K Buy
13,447
+58
+0.4% +$1.3K 0.11% 164
2025
Q3 		$302K Buy
13,389
+1,020
+8% +$22.9K 0.12% 156
2025
Q2 		$278K Sell
12,369
-279
-2% -$6.25K 0.13% 149
2025
Q1 		$284K Hold
12,648
– – 0.14% 140
2024
Q4 		$281K Sell
12,648
-316
-2% -$7.04K 0.14% 142
2024
Q3 		$293K Hold
12,964
– – 0.11% 165
2024
Q2 		$286K Buy
12,964
+137
+1% +$3.01K 0.15% 132
2024
Q1 		$284K Hold
12,827
– – 0.14% 130
2023
Q4 		$287K Buy
12,827
+761
+6% +$16.7K 0.16% 122
2023
Q3 		$264K Buy
+12,066
New +$265K 0.16% 124

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GI
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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return