Journey Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
782,504
+11,604
| +2% | +$261K | 1.37% | 16 |
|
|
2025
Q1 | $17.3M | Buy |
770,900
+99,543
| +15% | +$2.23M | 1.41% | 14 |
|
|
2024
Q4 | $14.8M | Hold |
671,357
| – | – | 1.77% | 12 |
|
|
2024
Q3 | $14.8M | Hold |
671,357
| – | – | 1.77% | 12 |
|
|
2024
Q2 | $14.8M | Buy |
671,357
+30,421
| +5% | +$672K | 1.77% | 12 |
|
|
2024
Q1 | $14.2M | Buy |
640,936
+24,122
| +4% | +$535K | 1.75% | 12 |
|
|
2023
Q4 | $13.8M | Buy |
+616,814
| New | +$13.8M | 1.88% | 12 |
|