BWM
BCS Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,062
| Closed | -$226K | – | 274 |
|
|
2025
Q1 | $226K | Hold |
10,062
| – | – | 0.06% | 224 |
|
|
2024
Q4 | $223K | Hold |
10,062
| – | – | 0.06% | 234 |
|
|
2024
Q3 | $228K | Hold |
10,062
| – | – | 0.1% | 148 |
|
|
2024
Q2 | $222K | Hold |
10,062
| – | – | 0.11% | 142 |
|
|
2024
Q1 | $223K | Hold |
10,062
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $225K | Buy |
+10,062
| New | +$225K | 0.08% | 197 |
|