MKT 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 | $12.6M | Buy |
560,719
+18,120
| +3% | +$406K | 4.97% | 5 |
|
2025
Q1 | $12.2M | Buy |
542,599
+18,578
| +4% | +$417K | 5.71% | 5 |
|
2024
Q4 | $11.6M | Buy |
524,021
+149,891
| +40% | +$3.33M | 5.07% | 6 |
|
2024
Q3 | $8.45M | Buy |
374,130
+36,536
| +11% | +$825K | 3.96% | 8 |
|
2024
Q2 | $7.46M | Buy |
337,594
+75,660
| +29% | +$1.67M | 3.71% | 7 |
|
2024
Q1 | $5.72M | Buy |
261,934
+168,044
| +179% | +$3.67M | 3.14% | 7 |
|
2023
Q4 | $2.09M | Buy |
93,890
+55,204
| +143% | +$1.23M | 1.38% | 12 |
|
2023
Q3 | $839K | Buy |
38,686
+26,170
| +209% | +$568K | 0.64% | 28 |
|
2023
Q2 | $277K | Buy |
+12,516
| New | +$277K | 0.2% | 103 |
|