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Epic Trust Investment Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Epic Trust Investment Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,673
Closed -$589K – 107
2023
Q1 		$589K Buy
24,673
+2,451
+11% +$58.6K 0.72% 36
2022
Q4 		$514K Buy
+22,222
New +$514K 0.77% 40