Lowe Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94.4K Hold
2025
Q2
$94.3K Sell
2025
Q1
$119K Buy
2024
Q4
Sell
2024
Q3
$2.3K Hold
2024
Q2
$2.23K Buy