Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
32,422
+30,972
+2,136% +$1.39M 0.02% 225
2025
Q1
$32.3K Hold
1,450
0.01% 359
2024
Q4
$31.8K Hold
1,450
0.01% 359
2024
Q3
$32.6K Hold
1,450
0.01% 351
2024
Q2
$31.7K Buy
+1,450
New +$31.7K 0.01% 329