MW
MBL Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
252,122
-24,675
| -9% | -$555K | 0.54% | 44 |
|
|
2025
Q1 | $6.21M | Sell |
276,797
-4,149
| -1% | -$93K | 0.63% | 34 |
|
|
2024
Q4 | $6.24M | Buy |
280,946
+11,517
| +4% | +$256K | 0.63% | 35 |
|
|
2024
Q3 | $6.1M | Buy |
269,429
+5,587
| +2% | +$126K | 0.66% | 36 |
|
|
2024
Q2 | $5.82M | Buy |
+263,842
| New | +$5.82M | 0.65% | 38 |
|