Lido Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
9,999
+37
| +0.4% | +$811 | ﹤0.01% | 1336 |
|
|
2025
Q1 | $217K | Buy |
9,962
+22
| +0.2% | +$479 | ﹤0.01% | 1252 |
|
|
2024
Q4 | $212K | Sell |
9,940
-101
| -1% | -$2.15K | ﹤0.01% | 1240 |
|
|
2024
Q3 | $222K | Sell |
10,041
-2,397
| -19% | -$53K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $266K | Sell |
12,438
-2,032
| -14% | -$43.4K | ﹤0.01% | 1060 |
|
|
2024
Q1 | $311K | Buy |
+14,470
| New | +$311K | ﹤0.01% | 982 |
|