Integrated Wealth Concepts’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
1,344,636
+96,495
| +8% | +$2.21M | 0.31% | 66 |
|
|
2025
Q1 | $28.6M | Buy |
1,248,141
+6,330
| +0.5% | +$145K | 0.33% | 61 |
|
|
2024
Q4 | $28.3M | Buy |
1,241,811
+332,507
| +37% | +$7.58M | 0.33% | 62 |
|
|
2024
Q3 | $21M | Buy |
909,304
+291,954
| +47% | +$6.73M | 0.26% | 89 |
|
|
2024
Q2 | $14M | Buy |
617,350
+120,379
| +24% | +$2.73M | 0.19% | 119 |
|
|
2024
Q1 | $11.3M | Buy |
496,971
+191,238
| +63% | +$4.34M | 0.16% | 145 |
|
|
2023
Q4 | $6.99M | Buy |
305,733
+185,325
| +154% | +$4.24M | 0.11% | 191 |
|
|
2023
Q3 | $2.71M | Buy |
120,408
+12,820
| +12% | +$288K | 0.05% | 352 |
|
|
2023
Q2 | $2.44M | Buy |
107,588
+24,861
| +30% | +$563K | 0.04% | 391 |
|
|
2023
Q1 | $1.91M | Buy |
82,727
+35,119
| +74% | +$810K | 0.04% | 432 |
|
|
2022
Q4 | $1.08M | Buy |
+47,608
| New | +$1.08M | 0.03% | 453 |
|