Barrett & Company’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 | $857K | Buy |
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|
2025
Q2 | $756K | Hold |
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|
2025
Q1 | $754K | Buy |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $94K | Hold |
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|
2023
Q3 | $91.8K | Hold |
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|
2023
Q2 | $93K | Hold |
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|
2023
Q1 | $95.2K | Buy |
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|
2022
Q4 | $55.6K | Hold |
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|
2022
Q3 | $55.6K | Buy |
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