Wealthspire Advisors (New York)’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	$2.18M	Buy	96,821 +3,865	+4%	+$86.9K	0.01%	268
2025 Q1	$2.08M	Buy	92,956 +34,767	+60%	+$779K	0.01%	271
2024 Q4	$1.29M	Buy	+58,189	New	+$1.29M	0.01%	320