Reliant Wealth Planning’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 | $1.33M | Buy |
59,077
+5,792
| +11% | +$130K | 0.52% | 16 |
|
|
2025
Q1 | $1.19M | Sell |
53,285
-7,709
| -13% | -$173K | 0.55% | 14 |
|
|
2024
Q4 | $1.35M | Buy |
60,994
+19,986
| +49% | +$444K | 0.64% | 12 |
|
|
2024
Q3 | $928K | Buy |
41,008
+8,509
| +26% | +$193K | 0.4% | 11 |
|
|
2024
Q2 | $717K | Buy |
32,499
+9,333
| +40% | +$206K | 0.33% | 12 |
|
|
2024
Q1 | $513K | Hold |
23,166
| – | – | 0.25% | 14 |
|
|
2023
Q4 | $519K | Buy |
23,166
+10,051
| +77% | +$225K | 0.25% | 13 |
|
|
2023
Q3 | $287K | Buy |
+13,115
| New | +$287K | 0.15% | 17 |
|