YWM
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Yoder 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
2024
Q4
Sell
-17,700
Closed -$401K 115
2024
Q3
$401K Hold
17,700
0.24% 66
2024
Q2
$391K Hold
17,700
0.25% 66
2024
Q1
$392K Buy
+17,700
New +$392K 0.26% 65