LPL Financial’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 | $26.9M | Buy |
1,196,483
+427,586
| +56% | +$9.62M | 0.01% | 1065 |
|
2025
Q1 | $17.2M | Buy |
768,897
+193,092
| +34% | +$4.33M | 0.01% | 1240 |
|
2024
Q4 | $12.8M | Buy |
575,805
+163,732
| +40% | +$3.63M | 0.01% | 1360 |
|
2024
Q3 | $9.33M | Buy |
412,073
+121,357
| +42% | +$2.75M | ﹤0.01% | 1504 |
|
2024
Q2 | $6.42M | Buy |
290,716
+37,541
| +15% | +$829K | ﹤0.01% | 1663 |
|
2024
Q1 | $5.61M | Buy |
253,175
+41,924
| +20% | +$929K | ﹤0.01% | 1683 |
|
2023
Q4 | $4.73M | Buy |
211,251
+84,720
| +67% | +$1.9M | ﹤0.01% | 1714 |
|
2023
Q3 | $2.76M | Buy |
126,531
+11,300
| +10% | +$247K | ﹤0.01% | 2033 |
|
2023
Q2 | $2.55M | Buy |
115,231
+72,078
| +167% | +$1.6M | ﹤0.01% | 2039 |
|
2023
Q1 | $978K | Buy |
+43,153
| New | +$978K | ﹤0.01% | 2761 |
|