ETIA
IBTI icon

Epic Trust Investment Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Epic Trust Investment Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,591
Closed -$238K – 105
2023
Q1 		$238K Buy
+10,591
New +$236K 0.29% 95

Other funds holding IBTI

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Epic Trust Investment Advisors's IBTI Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2023, closing a stake of 10,591 shares — an estimated $238K sold.

Epic Trust Investment Advisors first reported a position in IBTI in Q1 2023 and held it in 1 quarter. The position peaked at $238K in Q1 2023. 43 funds tracked by Wall St. Rank hold IBTI as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 10,591 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2023, an estimated $238K.
  • Epic Trust Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $238K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.