LF
IBTD

Lantz Financial’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Lantz Financial’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-84,152
Closed -$2.09M – 203
2023
Q3 		$2.09M Buy
84,152
+9,786
+13% +$243K 0.83% 28
2023
Q2 		$1.85M Buy
74,366
+2,208
+3% +$54.8K 0.72% 35
2023
Q1 		$1.79M Buy
+72,158
New +$1.79M 0.74% 38