JDM Financial Group’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
2023 Q3	–	Sell	-9,240	Closed	-$205K	–	213
2023 Q2	$205K	Buy	9,240 +127	+1%	+$2.81K	0.18%	38
2023 Q1	$207K	Buy	9,113 +2,887	+46%	+$65.4K	0.19%	36
2022 Q4	$139K	Buy	+6,226	New	+$139K	0.13%	42