Simplicity Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$558K Sell
2025
Q2
$1.1M Buy
2025
Q1
$508K Buy
2024
Q4
Sell
2024
Q3
$488K Sell
2024
Q2
$613K Buy
2024
Q1
$563K Buy
2023
Q4
$521K Buy