Corient Private Wealth
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Corient Private Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Corient Private Wealth’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,074
Closed -$204K – 2618
2025
Q2 		$204K Sell
9,074
-7,172
-44% -$161K ﹤0.01% 2227
2025
Q1 		$364K Buy
+16,246
New +$362K ﹤0.01% 1751

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