MLA
IBTK icon

MB, Levis & Associates’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

MB, Levis & Associates’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2K Buy
872
+5
+0.6% +$99 0.01% 148
2025
Q4 		$17.2K Buy
867
+11
+1% +$219 0.01% 147
2025
Q3 		$17K Buy
856
+8
+0.9% +$158 0.01% 145
2025
Q2 		$16.8K Buy
848
+8
+1% +$157 0.01% 172
2025
Q1 		$16.5K Buy
840
+6
+0.7% +$116 0.01% 167
2024
Q4 		$16K Buy
834
+10
+1% +$195 0.01% 168
2024
Q3 		$16.5K Buy
824
+8
+1% +$158 0.01% 169
2024
Q2 		$15.7K Buy
+816
New +$15.6K 0.01% 167

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UCFA
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TAM
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DADC
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JAG
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Carson Wealth (CWM LLC)
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return