LWA
Lowe Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Hold |
1,300
| – | – | 0.01% | 178 |
|
|
2025
Q1 | $29.1K | Buy |
+1,300
| New | +$29.1K | 0.01% | 168 |
|
|
2024
Q4 | – | Sell |
-101
| Closed | -$2.29K | – | 367 |
|
|
2024
Q3 | $2.29K | Hold |
101
| – | – | ﹤0.01% | 274 |
|
|
2024
Q2 | $2.23K | Buy |
+101
| New | +$2.23K | ﹤0.01% | 274 |
|