Focused Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$492K Buy
2025
Q2
$466K Buy
2025
Q1
$443K Buy
2024
Q4
$368K Buy
2024
Q3
$314K Buy
2024
Q1
Sell
2023
Q4
$117K Buy
2023
Q3
$109K Buy
2023
Q2
$101K Buy
2023
Q1
$96.2K Buy
2022
Q4
$82K Buy