LIBERTY WEALTH MANAGEMENT LLC
Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF
CIK 1769302
OAKLAND, CA
All Filings in IBTK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTK | $282,962 | 14,349 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 IBTK | $283,327 | 14,277 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 IBTK | $280,853 | 14,131 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 IBTK | $278,097 | 14,017 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||