IWC
IBTD

Integrated Wealth Concepts’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-876,539
Closed -$21.8M – 1689
2023
Q3 		$21.8M Sell
876,539
-223,272
-20% -$5.53M 0.38% 53
2023
Q2 		$27.3M Buy
1,099,811
+21,460
+2% +$531K 0.47% 38
2023
Q1 		$26.8M Buy
1,078,351
+693,045
+180% +$17.1M 0.55% 35
2022
Q4 		$9.52M Buy
385,306
+377,222
+4,666% +$9.32M 0.26% 81
2022
Q3 		$200K Buy
+8,084
New +$201K 0.01% 872

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return