Sargent Bickham Lagudis’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
2022 Q4	$616K	Sell	27,706 -786,295	-97%	-$17.5M	0.05%	165
2022 Q3	$18M	Buy	814,001 +68,780	+9%	+$1.52M	1.61%	13
2022 Q2	$17.3M	Buy	745,221 +691,379	+1,284%	+$16M	1.49%	15
2022 Q1	$1.28M	Buy	+53,842	New	+$1.28M	0.1%	124