KFG Wealth Management’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	$323K	Buy	14,353 +1,158	+9%	+$26K	0.05%	156
2025 Q1	$296K	Buy	13,195 +2,508	+23%	+$56.2K	0.05%	158
2024 Q4	$237K	Buy	10,687 +731	+7%	+$16.2K	0.04%	169
2024 Q3	$225K	Buy	+9,956	New	+$225K	0.05%	171