Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
142,166
+135,966
| +2,193% | +$5.93M | 0.09% | 132 |
|
|
2025
Q1 | $142K | Hold |
6,200
| – | – | 0.02% | 202 |
|
|
2024
Q4 | $141K | Hold |
6,200
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $143K | Hold |
6,200
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $140K | Hold |
6,200
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $141K | Hold |
6,200
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $142K | Buy |
+6,200
| New | +$142K | 0.03% | 197 |
|