Spectrum Wealth Counsel’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 | $115K | Hold |
5,137
| – | – | 0.01% | 142 |
|
|
2024
Q4 | $114K | Sell |
5,137
-52
| -1% | -$1.15K | 0.01% | 142 |
|
|
2024
Q3 | $117K | Hold |
5,189
| – | – | 0.01% | 138 |
|
|
2024
Q2 | $115K | Buy |
5,189
+2,173
| +72% | +$48K | 0.01% | 150 |
|
|
2024
Q1 | $66.8K | Buy |
3,016
+15
| +0.5% | +$332 | 0.01% | 190 |
|
|
2023
Q4 | $67.2K | Buy |
+3,001
| New | +$67.2K | 0.01% | 179 |
|