Steward Partners Investment Advisory’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 | $8.02M | Buy |
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|
2025
Q2 | $7.78M | Sell |
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|
2025
Q1 | $8.56M | Sell |
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|
2024
Q4 | $8.51M | Sell |
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|
2024
Q3 | $8.77M | Sell |
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|
2024
Q2 | $9.08M | Buy |
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|
2024
Q1 | $8.48M | Buy |
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|
2023
Q4 | $8M | Buy |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $183K | Hold |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $191K | Buy |
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