LPL Financial
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LPL Financial’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

LPL Financial’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.19M Buy
182,760
+13,803
+8% +$319K ﹤0.01% 2791
2025
Q4 		$3.9M Buy
168,957
+17,738
+12% +$411K ﹤0.01% 2765
2025
Q3 		$3.5M Buy
151,219
+52,063
+53% +$1.2M ﹤0.01% 2800
2025
Q2 		$2.28M Sell
99,156
-18,253
-16% -$415K ﹤0.01% 3003
2025
Q1 		$2.69M Buy
117,409
+20,540
+21% +$461K ﹤0.01% 2686
2024
Q4 		$2.15M Buy
96,869
+14,074
+17% +$319K ﹤0.01% 2790
2024
Q3 		$1.94M Sell
82,795
-6,657
-7% -$154K ﹤0.01% 2757
2024
Q2 		$2.01M Buy
89,452
+51,871
+138% +$1.15M ﹤0.01% 2596
2024
Q1 		$852K Buy
37,581
+6,196
+20% +$141K ﹤0.01% 3326
2023
Q4 		$725K Buy
31,385
+6,600
+27% +$146K ﹤0.01% 3344
2023
Q3 		$545K Buy
24,785
+4,942
+25% +$112K ﹤0.01% 3417
2023
Q2 		$461K Buy
+19,843
New +$469K ﹤0.01% 3513

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PPW
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CIM
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DADC
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Truist Financial
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SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return