Cerity Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Hold |
|
|||||
|
2025
Q2 | $469K | Sell |
|
|||||
|
2025
Q1 | $470K | Buy |
|
|||||
|
2024
Q4 | $465K | Sell |
|
|||||
|
2024
Q3 | $679K | Buy |
|
|||||
|
2024
Q2 | $419K | Hold |
|
|||||
|
2024
Q1 | $420K | Buy |
|
|||||
|
2023
Q4 | $346K | Buy |
|
|||||
|
2023
Q3 | $298K | Hold |
|
|||||
|
2023
Q2 | $302K | Buy |
|
|||||
|
2023
Q1 | $274K | Buy |
|
|||||
|
2022
Q4 | $220K | Sell |
|
|||||
|
2022
Q3 | $303K | Buy |
|
|||||
|
2022
Q2 | $229K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $745K | Buy |
|