OPA
Old Port Advisors’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 | $6.89M | Buy |
306,158
+12,126
| +4% | +$273K | 1.88% | 8 |
|
|
2025
Q1 | $6.59M | Buy |
294,032
+11,305
| +4% | +$253K | 1.95% | 8 |
|
|
2024
Q4 | $6.28M | Buy |
282,727
+19,765
| +8% | +$439K | 1.8% | 10 |
|
|
2024
Q3 | $5.95M | Buy |
262,962
+30,407
| +13% | +$688K | 1.65% | 10 |
|
|
2024
Q2 | $5.13M | Buy |
232,555
+23,053
| +11% | +$509K | 1.53% | 11 |
|
|
2024
Q1 | $4.64M | Buy |
+209,502
| New | +$4.64M | 1.42% | 11 |
|