LFASL
Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
156,301
+12,328
| +9% | +$285K | 2.14% | 12 |
|
|
2025
Q1 | $3.33M | Sell |
143,973
-13,626
| -9% | -$315K | 2.26% | 14 |
|
|
2024
Q4 | $3.59M | Sell |
157,599
-3,380
| -2% | -$77.1K | 2.35% | 15 |
|
|
2024
Q3 | $3.78M | Buy |
160,979
+6,881
| +4% | +$162K | 2.57% | 14 |
|
|
2024
Q2 | $3.49M | Buy |
154,098
+19,554
| +15% | +$443K | 2.66% | 11 |
|
|
2024
Q1 | $3.07M | Buy |
134,544
+65,643
| +95% | +$1.5M | 2.24% | 15 |
|
|
2023
Q4 | $1.59M | Buy |
+68,901
| New | +$1.59M | 1.25% | 24 |
|