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First Ascent Asset Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

First Ascent Asset Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,600
Closed -$213K – 57
2023
Q2 		$213K Buy
9,600
+487
+5% +$10.8K 0.03% 69
2023
Q1 		$207K Buy
+9,113
New +$207K 0.03% 68