Integrated Wealth Concepts’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.4M | Buy |
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|
2025
Q3 | $1.67M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $236K | Buy |
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