KPP Advisory Services’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 | $310K | Hold |
13,800
| – | – | 0.05% | 250 |
|
|
2025
Q1 | $309K | Hold |
13,800
| – | – | 0.06% | 243 |
|
|
2024
Q4 | $306K | Buy |
13,800
+1,000
| +8% | +$22.2K | 0.07% | 195 |
|
|
2024
Q3 | $290K | Hold |
12,800
| – | – | 0.07% | 200 |
|
|
2024
Q2 | $283K | Hold |
12,800
| – | – | 0.08% | 191 |
|
|
2024
Q1 | $284K | Buy |
+12,800
| New | +$284K | 0.08% | 191 |
|
|
2023
Q4 | – | Sell |
-9,800
| Closed | -$214K | – | 161 |
|
|
2023
Q3 | $214K | Buy |
+9,800
| New | +$214K | 0.07% | 192 |
|