Lido Advisors’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 | – | Sell |
-47,338
| Closed | -$1.06M | – | 1484 |
|
|
2025
Q1 | $1.06M | Sell |
47,338
-1,176
| -2% | -$26.4K | ﹤0.01% | 707 |
|
|
2024
Q4 | $1.08M | Sell |
48,514
-15,783
| -25% | -$350K | ﹤0.01% | 684 |
|
|
2024
Q3 | $1.46M | Sell |
64,297
-16,234
| -20% | -$367K | 0.01% | 526 |
|
|
2024
Q2 | $1.78M | Buy |
80,531
+10,189
| +14% | +$225K | 0.01% | 447 |
|
|
2024
Q1 | $1.56M | Sell |
70,342
-7,577
| -10% | -$168K | 0.01% | 463 |
|
|
2023
Q4 | $1.74M | Sell |
77,919
-25,377
| -25% | -$566K | 0.01% | 417 |
|
|
2023
Q3 | $2.26M | Buy |
103,296
+77,827
| +306% | +$1.7M | 0.02% | 331 |
|
|
2023
Q2 | $565K | Sell |
25,469
-4,956
| -16% | -$110K | ﹤0.01% | 624 |
|
|
2023
Q1 | $689K | Buy |
+30,425
| New | +$689K | 0.01% | 520 |
|