Corient Private Wealth’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
$204K Sell
9,074
-7,172
-44% -$161K ﹤0.01% 2318
2025
Q1
$364K Buy
+16,246
New +$364K ﹤0.01% 1748