FullCircle Wealth’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	$845K	Sell	37,683 -1,789	-5%	-$40.1K	0.32%	108
2025 Q1	$889K	Sell	39,472 -3,791	-9%	-$85.4K	0.37%	90
2024 Q4	$960K	Buy	43,263 +19,594	+83%	+$435K	0.39%	83
2024 Q3	$529K	Hold	23,669	–	–	0.24%	121
2024 Q2	$526K	Buy	+23,669	New	+$526K	0.26%	115