LFASL
Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
91,368
+3,297
| +4% | +$83.2K | 1.37% | 22 |
|
|
2025
Q1 | $2.22M | Buy |
88,071
+3,854
| +5% | +$97.4K | 1.51% | 22 |
|
|
2024
Q4 | $2.1M | Sell |
84,217
-43,829
| -34% | -$1.09M | 1.37% | 26 |
|
|
2024
Q3 | $3.27M | Hold |
128,046
| – | – | 2.22% | 16 |
|
|
2024
Q2 | $3.17M | Buy |
128,046
+25,615
| +25% | +$634K | 2.42% | 15 |
|
|
2024
Q1 | $2.55M | Buy |
102,431
+41,773
| +69% | +$1.04M | 1.86% | 19 |
|
|
2023
Q4 | $1.52M | Buy |
+60,658
| New | +$1.52M | 1.2% | 27 |
|