Laurel Wealth Advisors (North Carolina)’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 | $850K | Buy |
19,117
+18,267
| +2,149% | +$812K | 0.01% | 279 |
|
|
2025
Q1 | $19.1K | Hold |
850
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $18.9K | Hold |
850
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $19.2K | Hold |
850
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $18.8K | Hold |
850
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $18.8K | Sell |
850
-1,100
| -56% | -$24.4K | ﹤0.01% | 384 |
|
|
2023
Q4 | $43.7K | Buy |
+1,950
| New | +$43.7K | 0.01% | 290 |
|