Royal Harbor Partners’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
2023 Q3	–	Sell	-158,674	Closed	-$3.51M	–	56
2023 Q2	$3.51M	Buy	158,674 +21,276	+15%	+$471K	1.72%	21
2023 Q1	$3.11M	Buy	137,398 +29,930	+28%	+$678K	1.67%	20
2022 Q4	$2.39M	Buy	107,468 +8,546	+9%	+$190K	1.48%	23
2022 Q3	$2.19M	Buy	+98,922	New	+$2.19M	1.5%	23