Modera Wealth Management’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	$877K	Buy	38,982 +10,827	+38%	+$243K	0.01%	349
2025 Q1	$631K	Buy	28,155 +3,579	+15%	+$80.2K	0.01%	389
2024 Q4	$546K	Buy	24,576 +13,534	+123%	+$300K	0.01%	418
2024 Q3	$250K	Buy	+11,042	New	+$250K	﹤0.01%	532