Integrated Wealth Concepts’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.61M	Buy
2025 Q1	$5.02M	Buy
2024 Q4	$2.52M	Buy
2024 Q3	$1.65M	Buy
2024 Q2	$1.1M	Buy
2024 Q1	$1.04M	Buy
2023 Q4	$675K	Buy
2023 Q3	$315K	Buy
2023 Q2	$271K	Buy