Costello Asset Management’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	$215K	Sell	9,552 -4,060	-30%	-$91.3K	0.08%	103
2025 Q1	$305K	Sell	13,612 -302	-2%	-$6.77K	0.12%	79
2024 Q4	$309K	Buy	13,914 +7,292	+110%	+$162K	0.2%	57
2024 Q3	$150K	Buy	+6,622	New	+$150K	0.1%	66