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Epic Trust Investment Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Epic Trust Investment Advisors’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
2023
Q2 		– Sell
-11,861
Closed -$239K – 106
2023
Q1 		$239K Buy
+11,861
New +$236K 0.29% 94

Other funds holding IBTK

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Epic Trust Investment Advisors sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2023, closing a stake of 11,861 shares — an estimated $239K sold.

Epic Trust Investment Advisors first reported a position in IBTK in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 32 funds tracked by Wall St. Rank hold IBTK as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 11,861 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2023, an estimated $239K.
  • Epic Trust Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $239K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2023.

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