Integrated Wealth Concepts’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
62,996
+150
| +0.2% | +$2.98K | 0.01% | 810 |
|
|
2025
Q1 | $1.24M | Buy |
62,846
+24,373
| +63% | +$479K | 0.01% | 734 |
|
|
2024
Q4 | $738K | Buy |
38,473
+11,939
| +45% | +$229K | 0.01% | 957 |
|
|
2024
Q3 | $532K | Buy |
26,534
+1,812
| +7% | +$36.3K | 0.01% | 1052 |
|
|
2024
Q2 | $477K | Buy |
24,722
+33
| +0.1% | +$636 | 0.01% | 1068 |
|
|
2024
Q1 | $479K | Buy |
24,689
+122
| +0.5% | +$2.37K | 0.01% | 1072 |
|
|
2023
Q4 | $484K | Buy |
24,567
+10,932
| +80% | +$216K | 0.01% | 1010 |
|
|
2023
Q3 | $258K | Hold |
13,635
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q2 | $268K | Buy |
+13,635
| New | +$268K | ﹤0.01% | 1281 |
|