Essential 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 | $715K | Buy |
31,797
+137
| +0.4% | +$3.08K | 0.27% | 36 |
|
|
2025
Q1 | $710K | Sell |
31,660
-836,086
| -96% | -$18.7M | 0.29% | 37 |
|
|
2024
Q4 | $19.3M | Buy |
867,746
+854,480
| +6,441% | +$19M | 0.13% | 58 |
|
|
2024
Q3 | $300K | Buy |
13,266
+133
| +1% | +$3.01K | 0.12% | 63 |
|
|
2024
Q2 | $290K | Buy |
13,133
+1,317
| +11% | +$29.1K | 0.13% | 57 |
|
|
2024
Q1 | $265K | Buy |
+11,816
| New | +$265K | 0.13% | 54 |
|