United Capital Financial Advisors’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
Q2 | $11.2M | Buy |
495,885
+203,622
| +70% | +$4.58M | 0.09% | 177 |
|
|
2025
Q1 | $6.55M | Buy |
292,263
+213,722
| +272% | +$4.79M | 0.06% | 236 |
|
|
2024
Q4 | $1.74M | Buy |
78,541
+37,869
| +93% | +$841K | 0.01% | 444 |
|
|
2024
Q3 | $921K | Buy |
40,672
+16,992
| +72% | +$385K | 0.01% | 561 |
|
|
2024
Q2 | $523K | Buy |
23,680
+12,728
| +116% | +$281K | ﹤0.01% | 697 |
|
|
2024
Q1 | $243K | Buy |
+10,952
| New | +$243K | ﹤0.01% | 945 |
|