LPL Financial
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LPL Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

LPL Financial’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$27.7M Buy
2025
Q1 		$24.9M Buy
2024
Q4 		$20.7M Buy
2024
Q3 		$15.9M Buy
2024
Q2 		$13M Buy
2024
Q1 		$12.8M Buy
2023
Q4 		$10M Buy
2023
Q3 		$3.37M Buy
2023
Q2 		$2.53M Buy
2023
Q1 		$2M Buy
2022
Q4 		$788K Buy