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Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$540K Hold
24,021
– – 0.61% 51
2025
Q1 		$539K Buy
24,021
+2,250
+10% +$50.4K 0.61% 52
2024
Q4 		$483K Buy
+21,771
New +$483K 0.51% 52