LPL Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
26,053
+3,014
| +13% | +$73.9K | ﹤0.01% | 4111 |
|
|
2025
Q1 | $562K | Buy |
23,039
+5,154
| +29% | +$126K | ﹤0.01% | 4008 |
|
|
2024
Q4 | $423K | Buy |
17,885
+5,168
| +41% | +$122K | ﹤0.01% | 4167 |
|
|
2024
Q3 | $319K | Sell |
12,717
-5,450
| -30% | -$137K | ﹤0.01% | 4293 |
|
|
2024
Q2 | $436K | Buy |
+18,167
| New | +$436K | ﹤0.01% | 3909 |
|