Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.1M | Buy |
756,665
+29,321
| +4% | +$664K | 0.02% | 611 |
|
|
2024
Q2 | $16.1M | Buy |
727,344
+18,800
| +3% | +$415K | 0.02% | 596 |
|
|
2024
Q1 | $15.7M | Buy |
708,544
+87,835
| +14% | +$1.95M | 0.02% | 608 |
|
|
2023
Q4 | $13.9M | Buy |
620,709
+5,909
| +1% | +$132K | 0.02% | 613 |
|
|
2023
Q3 | $13.4M | Buy |
614,800
+20,924
| +4% | +$457K | 0.02% | 591 |
|
|
2023
Q2 | $13.2M | Sell |
593,876
-1,895
| -0.3% | -$42K | 0.02% | 607 |
|
|
2023
Q1 | $13.5M | Buy |
595,771
+201,225
| +51% | +$4.56M | 0.03% | 579 |
|
|
2022
Q4 | $8.78M | Buy |
394,546
+364,885
| +1,230% | +$8.12M | 0.02% | 709 |
|
|
2022
Q3 | $658K | Buy |
+29,661
| New | +$658K | ﹤0.01% | 2081 |
|