Integrated Wealth Concepts’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$738K	Buy
2024 Q3	$532K	Buy
2024 Q2	$477K	Buy
2024 Q1	$479K	Buy
2023 Q4	$484K	Buy
2023 Q3	$258K	Hold
2023 Q2	$268K	Buy