IWC
IBTD
Integrated Wealth Concepts’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$5.54M | 0.38% | 53 |
|
|
2023
Q2 | $27.3M | Buy |
1,099,811
+21,460
| +2% | +$532K | 0.47% | 38 |
|
|
2023
Q1 | $26.8M | Buy |
1,078,351
+693,045
| +180% | +$17.2M | 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 | +$200K | 0.01% | 872 |
|