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Lowe Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Lowe Wealth Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$95.8K Sell
4,369
-1,078
-20% -$23.6K 0.04% 92
2025
Q1 		$119K Buy
+5,447
New +$119K 0.05% 80