Cannon Financial Strategists’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
62,973
+605
| +1% | +$13.6K | 0.22% | 36 |
|
2025
Q1 | $1.4M | Buy |
62,368
+346
| +0.6% | +$7.76K | 0.24% | 36 |
|
2024
Q4 | $1.38M | Buy |
62,022
+823
| +1% | +$18.3K | 0.24% | 38 |
|
2024
Q3 | $1.39M | Buy |
61,199
+554
| +0.9% | +$12.5K | 0.24% | 36 |
|
2024
Q2 | $1.34M | Buy |
60,645
+9,267
| +18% | +$205K | 0.26% | 32 |
|
2024
Q1 | $1.14M | Buy |
51,378
+3,143
| +7% | +$69.6K | 0.22% | 35 |
|
2023
Q4 | $1.08M | Buy |
48,235
+578
| +1% | +$12.9K | 0.23% | 35 |
|
2023
Q3 | $1.04M | Buy |
47,657
+450
| +1% | +$9.83K | 0.27% | 32 |
|
2023
Q2 | $1.05M | Buy |
+47,207
| New | +$1.05M | 0.29% | 35 |
|