Shelton Wealth Management’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 | $7.57M | Buy |
336,748
+15,171
| +5% | +$341K | 3.65% | 5 |
|
|
2025
Q1 | $7.21M | Buy |
321,577
+28,722
| +10% | +$644K | 3.92% | 5 |
|
|
2024
Q4 | $6.5M | Buy |
292,855
+71,756
| +32% | +$1.59M | 3.36% | 3 |
|
|
2024
Q3 | $5M | Buy |
221,099
+33,739
| +18% | +$764K | 2.72% | 9 |
|
|
2024
Q2 | $4.14M | Buy |
187,360
+58,614
| +46% | +$1.29M | 2.35% | 11 |
|
|
2024
Q1 | $2.85M | Buy |
128,746
+41,705
| +48% | +$924K | 1.79% | 16 |
|
|
2023
Q4 | $1.95M | Buy |
+87,041
| New | +$1.95M | 1.38% | 19 |
|