MB, Levis & Associates’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-128,790	Closed	-$2.83M	–	287
2023 Q2	$2.83M	Buy	128,790 +913	+0.7%	+$20.1K	1.82%	12
2023 Q1	$2.88M	Buy	127,877 +357	+0.3%	+$8.03K	2%	12
2022 Q4	$2.8M	Buy	+127,520	New	+$2.8M	2.19%	9