Beverly Hills Private Wealth’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
2024 Q4	–	Sell	-38,028	Closed	-$861K	–	345
2024 Q3	$861K	Sell	38,028 -24,246	-39%	-$549K	0.17%	134
2024 Q2	$1.37M	Sell	62,274 -12,295	-16%	-$271K	0.3%	89
2024 Q1	$1.65M	Buy	74,569 +43,701	+142%	+$968K	0.38%	68
2023 Q4	$691K	Buy	+30,868	New	+$691K	0.18%	122