Integrated Wealth Concepts’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Buy |
340,157
+114,482
| +51% | +$2.56M | 0.08% | 245 |
|
|
2025
Q1 | $5.02M | Buy |
225,675
+110,774
| +96% | +$2.46M | 0.06% | 312 |
|
|
2024
Q4 | $2.52M | Buy |
114,901
+41,756
| +57% | +$915K | 0.03% | 487 |
|
|
2024
Q3 | $1.65M | Buy |
73,145
+22,855
| +45% | +$514K | 0.02% | 597 |
|
|
2024
Q2 | $1.1M | Buy |
50,290
+2,797
| +6% | +$61.1K | 0.02% | 717 |
|
|
2024
Q1 | $1.04M | Buy |
47,493
+17,106
| +56% | +$375K | 0.02% | 735 |
|
|
2023
Q4 | $675K | Buy |
30,387
+15,749
| +108% | +$350K | 0.01% | 881 |
|
|
2023
Q3 | $315K | Buy |
14,638
+2,323
| +19% | +$50.1K | 0.01% | 1204 |
|
|
2023
Q2 | $271K | Buy |
+12,315
| New | +$271K | ﹤0.01% | 1273 |
|