LifePlan Financial’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	–	Sell	-113,263	Closed	-$2.62M	–	92
2025 Q1	$2.62M	Buy	+113,263	New	+$2.62M	2.28%	7
2024 Q4	–	Sell	-107,736	Closed	-$2.53M	–	90
2024 Q3	$2.53M	Buy	+107,736	New	+$2.53M	2.17%	8