LWA
Lowe Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Hold |
1,200
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $27.5K | Buy |
+1,200
| New | +$27.5K | 0.01% | 175 |
|
|
2024
Q4 | – | Sell |
-99
| Closed | -$2.28K | – | 366 |
|
|
2024
Q3 | $2.28K | Sell |
99
-4,303
| -98% | -$99.2K | ﹤0.01% | 275 |
|
|
2024
Q2 | $99.7K | Buy |
+4,402
| New | +$99.7K | 0.05% | 75 |
|