Beacon Pointe Advisors’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 | $621K | Buy |
27,596
+1,902
| +7% | +$42.8K | 0.01% | 811 |
|
|
2025
Q1 | $576K | Buy |
25,694
+8,581
| +50% | +$192K | 0.01% | 804 |
|
|
2024
Q4 | $380K | Buy |
17,113
+2,256
| +15% | +$50.1K | ﹤0.01% | 913 |
|
|
2024
Q3 | $336K | Buy |
14,857
+1,268
| +9% | +$28.7K | ﹤0.01% | 973 |
|
|
2024
Q2 | $300K | Buy |
13,589
+424
| +3% | +$9.36K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $292K | Buy |
13,165
+168
| +1% | +$3.72K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $291K | Buy |
12,997
+3,523
| +37% | +$78.9K | ﹤0.01% | 1077 |
|
|
2023
Q3 | $207K | Buy |
+9,474
| New | +$207K | ﹤0.01% | 1208 |
|