Simplicity Wealth’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 | $1.1M | Buy |
48,772
+26,130
| +115% | +$588K | 0.05% | 312 |
|
|
2025
Q1 | $508K | Buy |
+22,642
| New | +$508K | 0.04% | 337 |
|
|
2024
Q4 | – | Sell |
-21,539
| Closed | -$488K | – | 426 |
|
|
2024
Q3 | $488K | Sell |
21,539
-6,217
| -22% | -$141K | 0.05% | 297 |
|
|
2024
Q2 | $613K | Buy |
27,756
+2,342
| +9% | +$51.7K | 0.01% | 676 |
|
|
2024
Q1 | $563K | Buy |
25,414
+2,153
| +9% | +$47.7K | 0.01% | 684 |
|
|
2023
Q4 | $521K | Buy |
+23,261
| New | +$521K | 0.2% | 93 |
|