Duncker Streett & Co’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 | $598K | Hold |
26,588
| – | – | 0.11% | 142 |
|
2025
Q1 | $596K | Hold |
26,588
| – | – | 0.12% | 141 |
|
2024
Q4 | $590K | Buy |
26,588
+8,832
| +50% | +$196K | 0.11% | 146 |
|
2024
Q3 | $402K | Hold |
17,756
| – | – | 0.07% | 179 |
|
2024
Q2 | $392K | Buy |
17,756
+1,539
| +9% | +$34K | 0.08% | 176 |
|
2024
Q1 | $359K | Hold |
16,217
| – | – | 0.07% | 182 |
|
2023
Q4 | $363K | Hold |
16,217
| – | – | 0.08% | 176 |
|
2023
Q3 | $354K | Buy |
+16,217
| New | +$354K | 0.08% | 168 |
|