HHM Wealth 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 | $13.5K | Hold |
601
| – | – | ﹤0.01% | 565 |
|
2025
Q1 | $13.5K | Hold |
601
| – | – | ﹤0.01% | 559 |
|
2024
Q4 | $13.3K | Hold |
601
| – | – | ﹤0.01% | 557 |
|
2024
Q3 | $13.6K | Hold |
601
| – | – | ﹤0.01% | 517 |
|
2024
Q2 | $13.3K | Hold |
601
| – | – | ﹤0.01% | 515 |
|
2024
Q1 | $13.3K | Hold |
601
| – | – | ﹤0.01% | 479 |
|
2023
Q4 | $13.5K | Hold |
601
| – | – | ﹤0.01% | 467 |
|
2023
Q3 | $13.1K | Hold |
601
| – | – | ﹤0.01% | 463 |
|
2023
Q2 | $13.3K | Buy |
+601
| New | +$13.3K | ﹤0.01% | 477 |
|