LPL Financial
IBTB

LPL Financial’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

LPL Financial’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-129,575
Closed -$3.29M – 4624
2022
Q3 		$3.29M Buy
129,575
+69,418
+115% +$1.76M ﹤0.01% 1655
2022
Q2 		$1.52M Buy
+60,157
New +$1.52M ﹤0.01% 2237

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's IBTB Position: Q4 2022 in Review

LPL Financial sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 129,575 shares — an estimated $3.29M sold.

LPL Financial first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $3.29M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • LPL Financial reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 129,575 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $3.29M.
  • LPL Financial first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • LPL Financial's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $3.29M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.