Creative Planning’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 | $996K | Hold |
44,303
| – | – | ﹤0.01% | 1841 |
|
|
2025
Q1 | $993K | Sell |
44,303
-8,109
| -15% | -$182K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $1.16M | Buy |
52,412
+19,703
| +60% | +$437K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $740K | Sell |
32,709
-310
| -0.9% | -$7.02K | ﹤0.01% | 1769 |
|
|
2024
Q2 | $729K | Hold |
33,019
| – | – | ﹤0.01% | 1640 |
|
|
2024
Q1 | $732K | Hold |
33,019
| – | – | ﹤0.01% | 1567 |
|
|
2023
Q4 | $739K | Buy |
33,019
+16,820
| +104% | +$377K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $354K | Buy |
16,199
+6,386
| +65% | +$140K | ﹤0.01% | 1795 |
|
|
2023
Q2 | $217K | Sell |
9,813
-2,678
| -21% | -$59.3K | ﹤0.01% | 2143 |
|
|
2023
Q1 | $283K | Hold |
12,491
| – | – | ﹤0.01% | 1853 |
|
|
2022
Q4 | $278K | Buy |
+12,491
| New | +$278K | ﹤0.01% | 1764 |
|