Integrated Wealth Concepts’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
69,201
+193
| +0.3% | +$4.23K | 0.02% | 729 |
|
|
2025
Q1 | $1.5M | Buy |
69,008
+21,008
| +44% | +$457K | 0.02% | 660 |
|
|
2024
Q4 | $1.02M | Buy |
48,000
+14,503
| +43% | +$309K | 0.01% | 799 |
|
|
2024
Q3 | $740K | Buy |
33,497
+18,644
| +126% | +$412K | 0.01% | 926 |
|
|
2024
Q2 | $317K | Buy |
14,853
+29
| +0.2% | +$620 | ﹤0.01% | 1288 |
|
|
2024
Q1 | $319K | Buy |
14,824
+977
| +7% | +$21K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $302K | Buy |
13,847
+2,943
| +27% | +$64.1K | ﹤0.01% | 1265 |
|
|
2023
Q3 | $229K | Hold |
10,904
| – | – | ﹤0.01% | 1355 |
|
|
2023
Q2 | $236K | Buy |
+10,904
| New | +$236K | ﹤0.01% | 1342 |
|