Trinity Wealth Management’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
$339K Buy
2025
Q2
$334K Hold
2025
Q1
$333K Hold
2024
Q4
$330K Buy
2024
Q3
$250K Hold
2024
Q2
$244K Buy
2024
Q1
$239K Buy