Capital Investment Advisors’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 | $16.8M | Buy |
748,226
+16,498
| +2% | +$371K | 0.3% | 81 |
|
|
2025
Q1 | $16.4M | Buy |
731,728
+43,859
| +6% | +$983K | 0.32% | 73 |
|
|
2024
Q4 | $15.3M | Buy |
687,869
+143,935
| +26% | +$3.19M | 0.31% | 73 |
|
|
2024
Q3 | $12.3M | Buy |
543,934
+380
| +0.1% | +$8.6K | 0.25% | 84 |
|
|
2024
Q2 | $12M | Buy |
543,554
+57,794
| +12% | +$1.28M | 0.27% | 81 |
|
|
2024
Q1 | $10.8M | Buy |
485,760
+177,544
| +58% | +$3.93M | 0.25% | 87 |
|
|
2023
Q4 | $6.9M | Buy |
308,216
+258,920
| +525% | +$5.8M | 0.17% | 108 |
|
|
2023
Q3 | $1.08M | Buy |
49,296
+36,659
| +290% | +$801K | 0.03% | 250 |
|
|
2023
Q2 | $280K | Buy |
+12,637
| New | +$280K | 0.01% | 440 |
|