Global Retirement Partners’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 | $294K | Buy |
+13,095
| New | +$294K | 0.01% | 920 |
|
|
2024
Q4 | $287K | Buy |
12,928
+133
| +1% | +$2.95K | 0.01% | 816 |
|
|
2024
Q3 | $290K | Buy |
12,795
+98
| +0.8% | +$2.22K | 0.01% | 790 |
|
|
2024
Q2 | $280K | Buy |
12,697
+99
| +0.8% | +$2.19K | 0.01% | 768 |
|
|
2024
Q1 | $279K | Buy |
12,598
+785
| +7% | +$17.4K | 0.01% | 680 |
|
|
2023
Q4 | $265K | Buy |
11,813
+5,151
| +77% | +$115K | 0.01% | 652 |
|
|
2023
Q3 | $145K | Buy |
6,662
+2,987
| +81% | +$64.9K | 0.01% | 792 |
|
|
2023
Q2 | $81.4K | Buy |
3,675
+8
| +0.2% | +$177 | ﹤0.01% | 1034 |
|
|
2023
Q1 | $83.7K | Buy |
3,667
+13
| +0.4% | +$297 | ﹤0.01% | 996 |
|
|
2022
Q4 | $81.3K | Buy |
+3,654
| New | +$81.3K | 0.01% | 886 |
|