LWA
Lowe Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.3K | Sell |
4,218
-1,127
| -21% | -$25.2K | 0.04% | 93 |
|
|
2025
Q1 | $119K | Buy |
+5,345
| New | +$119K | 0.05% | 79 |
|
|
2024
Q4 | – | Sell |
-102
| Closed | -$2.3K | – | 368 |
|
|
2024
Q3 | $2.3K | Hold |
102
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $2.23K | Buy |
+102
| New | +$2.23K | ﹤0.01% | 275 |
|