LVW Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,280
| Closed | -$231K | – | 261 |
|
|
2023
Q3 | $231K | Hold |
10,280
| – | – | 0.05% | 198 |
|
|
2023
Q2 | $233K | Hold |
10,280
| – | – | 0.04% | 181 |
|
|
2023
Q1 | $237K | Buy |
10,280
+280
| +3% | +$6.46K | 0.05% | 206 |
|
|
2022
Q4 | $227K | Hold |
10,000
| – | – | 0.05% | 206 |
|
|
2022
Q3 | $227K | Hold |
10,000
| – | – | 0.05% | 198 |
|
|
2022
Q2 | $236K | Buy |
+10,000
| New | +$236K | 0.05% | 205 |
|