Phillips Financial 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 | $202K | Sell |
8,965
-4,582
| -34% | -$103K | 0.01% | 185 |
|
|
2025
Q1 | $304K | Buy |
13,547
+651
| +5% | +$14.6K | 0.02% | 156 |
|
|
2024
Q4 | $286K | Buy |
+12,896
| New | +$286K | 0.02% | 150 |
|
|
2023
Q4 | – | Sell |
-1,191
| Closed | -$26K | – | 255 |
|
|
2023
Q3 | $26K | Buy |
1,191
+11
| +0.9% | +$240 | ﹤0.01% | 204 |
|
|
2023
Q2 | $26.1K | Buy |
1,180
+11
| +0.9% | +$244 | ﹤0.01% | 199 |
|
|
2023
Q1 | $26.5K | Buy |
+1,169
| New | +$26.5K | ﹤0.01% | 205 |
|