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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,673
Closed -$589K – 107
2023
Q1 		$589K Buy
24,673
+2,451
+11% +$57.7K 0.72% 36
2022
Q4 		$514K Buy
+22,222
New +$514K 0.77% 40

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Epic Trust Investment Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2023, closing a stake of 24,673 shares — an estimated $589K sold.

Epic Trust Investment Advisors first reported a position in IBTM in Q4 2022 and held it in 2 quarters. The position peaked at $589K in Q1 2023. 26 funds tracked by Wall St. Rank hold IBTM as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 24,673 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2023, an estimated $589K.
  • Epic Trust Investment Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Epic Trust Investment Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $589K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2023.

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