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