LPL Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Buy |
337,280
+39,524
| +13% | +$866K | ﹤0.01% | 1979 |
|
|
2025
Q1 | $6.48M | Buy |
297,756
+173,854
| +140% | +$3.78M | ﹤0.01% | 1929 |
|
|
2024
Q4 | $2.64M | Buy |
123,902
+16,598
| +15% | +$354K | ﹤0.01% | 2601 |
|
|
2024
Q3 | $2.37M | Buy |
107,304
+10,167
| +10% | +$225K | ﹤0.01% | 2543 |
|
|
2024
Q2 | $2.08M | Buy |
97,137
+18,113
| +23% | +$387K | ﹤0.01% | 2545 |
|
|
2024
Q1 | $1.7M | Sell |
79,024
-18,815
| -19% | -$405K | ﹤0.01% | 2659 |
|
|
2023
Q4 | $2.13M | Buy |
97,839
+52,308
| +115% | +$1.14M | ﹤0.01% | 2348 |
|
|
2023
Q3 | $956K | Buy |
45,531
+9,625
| +27% | +$202K | ﹤0.01% | 2921 |
|
|
2023
Q2 | $777K | Buy |
35,906
+13,701
| +62% | +$296K | ﹤0.01% | 3042 |
|
|
2023
Q1 | $492K | Buy |
22,205
+2,856
| +15% | +$63.3K | ﹤0.01% | 3331 |
|
|
2022
Q4 | $418K | Buy |
19,349
+3,541
| +22% | +$76.5K | ﹤0.01% | 3398 |
|
|
2022
Q3 | $341K | Buy |
+15,808
| New | +$341K | ﹤0.01% | 3455 |
|