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Montag & Associates’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Montag & Associates’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Hold
12,865
– – 0.01% 357
2025
Q1 		$288K Buy
12,865
+1,174
+10% +$26.3K 0.01% 370
2024
Q4 		$260K Buy
+11,691
New +$260K 0.01% 394