Beverly Hills Private Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Beverly Hills Private Wealth’s Portfolio IBTH Stock Details IBTH Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$861K	Sell
2024 Q2	$1.37M	Sell
2024 Q1	$1.65M	Buy
2023 Q4	$691K	Buy