Safeguard Financial’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
Q1 | $565K | Sell |
25,199
-662
| -3% | -$14.8K | 0.12% | 60 |
|
|
2024
Q4 | $574K | Buy |
25,861
+5,590
| +28% | +$124K | 0.12% | 60 |
|
|
2024
Q3 | $459K | Buy |
20,271
+927
| +5% | +$21K | 0.11% | 69 |
|
|
2024
Q2 | $427K | Buy |
+19,344
| New | +$427K | 0.12% | 64 |
|
|
2023
Q3 | – | Sell |
-2,141
| Closed | -$47K | – | 289 |
|
|
2023
Q2 | $47K | Buy |
+2,141
| New | +$47K | 0.02% | 161 |
|