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Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio IBDV Stock Details IBDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Buy
61,573
+4,800
+8% +$105K 0.8% 29
2025
Q1 		$1.23M Buy
56,773
+36,240
+176% +$787K 0.84% 30
2024
Q4 		$439K Sell
20,533
-12,967
-39% -$277K 0.29% 45
2024
Q3 		$743K Buy
+33,500
New +$743K 0.51% 36