TWM
Trinity Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
14,866
| – | – | 0.13% | 55 |
|
|
2025
Q1 | $333K | Hold |
14,866
| – | – | 0.15% | 47 |
|
|
2024
Q4 | $330K | Buy |
14,866
+3,825
| +35% | +$84.9K | 0.15% | 46 |
|
|
2024
Q3 | $250K | Hold |
11,041
| – | – | 0.11% | 48 |
|
|
2024
Q2 | $244K | Buy |
11,041
+238
| +2% | +$5.25K | 0.12% | 42 |
|
|
2024
Q1 | $239K | Buy |
+10,803
| New | +$239K | 0.12% | 41 |
|