IFP 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 | $3.28M | Buy |
145,937
+3,144
| +2% | +$70.7K | 0.09% | 236 |
|
|
2025
Q1 | $3.2M | Buy |
142,793
+9,318
| +7% | +$209K | 0.1% | 235 |
|
|
2024
Q4 | $2.96M | Sell |
133,475
-179
| -0.1% | -$3.97K | 0.1% | 235 |
|
|
2024
Q3 | $3.03M | Buy |
133,654
+56,891
| +74% | +$1.29M | 0.11% | 207 |
|
|
2024
Q2 | $1.69M | Buy |
76,763
+37,424
| +95% | +$826K | 0.07% | 303 |
|
|
2024
Q1 | $872K | Buy |
39,339
+120
| +0.3% | +$2.66K | 0.04% | 439 |
|
|
2023
Q4 | $878K | Buy |
39,219
+32,555
| +489% | +$729K | 0.04% | 415 |
|
|
2023
Q3 | $146K | Sell |
6,664
-4,865
| -42% | -$106K | 0.01% | 1107 |
|
|
2023
Q2 | $255K | Buy |
11,529
+1,828
| +19% | +$40.5K | 0.01% | 910 |
|
|
2023
Q1 | $244K | Buy |
9,701
+3,601
| +59% | +$90.6K | 0.01% | 868 |
|
|
2022
Q4 | $154K | Buy |
+6,100
| New | +$154K | ﹤0.01% | 1486 |
|