Sigma Planning Corp’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 | $995K | Buy |
44,256
+591
| +1% | +$13.3K | 0.03% | 503 |
|
|
2025
Q1 | $979K | Buy |
43,665
+9,338
| +27% | +$209K | 0.03% | 499 |
|
|
2024
Q4 | $762K | Sell |
34,327
-112
| -0.3% | -$2.49K | 0.02% | 585 |
|
|
2024
Q3 | $780K | Sell |
34,439
-202
| -0.6% | -$4.57K | 0.02% | 576 |
|
|
2024
Q2 | $765K | Sell |
34,641
-48,238
| -58% | -$1.06M | 0.02% | 562 |
|
|
2024
Q1 | $1.84M | Buy |
82,879
+63,644
| +331% | +$1.41M | 0.06% | 334 |
|
|
2023
Q4 | $431K | Buy |
+19,235
| New | +$431K | 0.03% | 505 |
|