LPL Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
544,355
+39,125
| +8% | +$875K | ﹤0.01% | 1576 |
|
|
2025
Q1 | $11.2M | Buy |
505,230
+143,434
| +40% | +$3.19M | ﹤0.01% | 1514 |
|
|
2024
Q4 | $7.92M | Buy |
361,796
+66,229
| +22% | +$1.45M | ﹤0.01% | 1710 |
|
|
2024
Q3 | $6.65M | Buy |
295,567
+77,531
| +36% | +$1.74M | ﹤0.01% | 1758 |
|
|
2024
Q2 | $4.76M | Buy |
218,036
+44,706
| +26% | +$976K | ﹤0.01% | 1886 |
|
|
2024
Q1 | $3.8M | Sell |
173,330
-53,504
| -24% | -$1.17M | ﹤0.01% | 1986 |
|
|
2023
Q4 | $5.04M | Buy |
226,834
+206,578
| +1,020% | +$4.59M | ﹤0.01% | 1672 |
|
|
2023
Q3 | $437K | Buy |
20,256
+5,191
| +34% | +$112K | ﹤0.01% | 3567 |
|
|
2023
Q2 | $331K | Buy |
+15,065
| New | +$331K | ﹤0.01% | 3721 |
|