Shufro Rose & Co’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	–	Sell	-24,963	Closed	-$554K	–	313
2024 Q4	$554K	Sell	24,963 -16,145	-39%	-$358K	0.04%	160
2024 Q3	$907K	Hold	41,108	–	–	0.07%	117
2024 Q2	$907K	Buy	41,108 +1,973	+5%	+$43.6K	0.07%	117
2024 Q1	$867K	Buy	+39,135	New	+$867K	0.07%	120