Principal Securities’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 | $271K | Sell |
12,034
-1,200
| -9% | -$27K | 0.01% | 1104 |
|
|
2025
Q1 | $294K | Hold |
13,234
| – | – | 0.01% | 986 |
|
|
2024
Q4 | $294K | Buy |
13,234
+84
| +0.6% | +$1.87K | 0.01% | 981 |
|
|
2024
Q3 | $298K | Buy |
13,150
+1,103
| +9% | +$25K | 0.01% | 936 |
|
|
2024
Q2 | $266K | Hold |
12,047
| – | – | 0.01% | 933 |
|
|
2024
Q1 | $267K | Buy |
12,047
+905
| +8% | +$20.1K | 0.01% | 902 |
|
|
2023
Q4 | $249K | Buy |
+11,142
| New | +$249K | 0.01% | 860 |
|