Financial Engines Advisors’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 | $7.37M | Sell |
327,520
-47,252
| -13% | -$1.06M | 0.01% | 114 |
|
|
2025
Q1 | $8.4M | Buy |
374,772
+36,302
| +11% | +$814K | 0.02% | 100 |
|
|
2024
Q4 | $7.51M | Buy |
338,470
+38,049
| +13% | +$845K | 0.02% | 109 |
|
|
2024
Q3 | $6.8M | Buy |
300,421
+7,099
| +2% | +$161K | 0.01% | 102 |
|
|
2024
Q2 | $6.48M | Sell |
293,322
-40,260
| -12% | -$889K | 0.01% | 102 |
|
|
2024
Q1 | $7.39M | Buy |
333,582
+37,395
| +13% | +$829K | 0.02% | 90 |
|
|
2023
Q4 | $6.63M | Buy |
+296,187
| New | +$6.63M | 0.02% | 90 |
|