Mendota Financial Group’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
Q1 | – | Sell |
-10,374
| Closed | -$230K | – | 222 |
|
|
2024
Q4 | $230K | Sell |
10,374
-18,627
| -64% | -$413K | 0.15% | 37 |
|
|
2024
Q3 | $656K | Buy |
29,001
+10,623
| +58% | +$240K | 0.31% | 28 |
|
|
2024
Q2 | $406K | Buy |
18,378
+186
| +1% | +$4.11K | 0.22% | 41 |
|
|
2024
Q1 | $403K | Buy |
18,192
+6,515
| +56% | +$144K | 0.24% | 41 |
|
|
2023
Q4 | $261K | Buy |
+11,677
| New | +$261K | 0.2% | 56 |
|