HWM
Horizons Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Buy |
42,259
+2,011
| +5% | +$45.2K | 0.68% | 27 |
|
|
2025
Q1 | $902K | Buy |
40,248
+1,036
| +3% | +$23.2K | 0.67% | 27 |
|
|
2024
Q4 | $870K | Buy |
39,212
+29,236
| +293% | +$649K | 0.66% | 28 |
|
|
2024
Q3 | $226K | Buy |
9,976
+510
| +5% | +$11.5K | 0.17% | 59 |
|
|
2024
Q2 | $210K | Buy |
9,466
+6,908
| +270% | +$153K | 0.17% | 60 |
|
|
2024
Q1 | $57.3K | Hold |
2,558
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $57.3K | Buy |
2,558
+504
| +25% | +$11.3K | 0.04% | 85 |
|
|
2023
Q3 | $44.9K | Buy |
2,054
+985
| +92% | +$21.5K | 0.03% | 92 |
|
|
2023
Q2 | $23.7K | Hold |
1,069
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $24.2K | Buy |
+1,069
| New | +$24.2K | 0.02% | 115 |
|