Wealth Enhancement Advisory Services’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 | $13.3M | Sell |
595,846
-1,130
| -0.2% | -$25.3K | 0.02% | 543 |
|
|
2025
Q1 | $13.4M | Buy |
596,976
+5,807
| +1% | +$130K | 0.03% | 508 |
|
|
2024
Q4 | $13.1M | Buy |
591,169
+434,484
| +277% | +$9.64M | 0.03% | 489 |
|
|
2024
Q3 | $3.55M | Buy |
156,685
+23,686
| +18% | +$536K | 0.01% | 837 |
|
|
2024
Q2 | $2.94M | Buy |
+132,999
| New | +$2.94M | 0.01% | 856 |
|
|
2024
Q1 | – | Sell |
-14,574
| Closed | -$326K | – | 2412 |
|
|
2023
Q4 | $326K | Buy |
+14,574
| New | +$326K | ﹤0.01% | 1757 |
|