Integrated Wealth Concepts’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
26,436
+66
| +0.3% | +$1.35K | 0.01% | 1226 |
|
|
2025
Q1 | $536K | Buy |
26,370
+822
| +3% | +$16.7K | 0.01% | 1115 |
|
|
2024
Q4 | $506K | Buy |
25,548
+4,856
| +23% | +$96.1K | 0.01% | 1116 |
|
|
2024
Q3 | $431K | Buy |
20,692
+10
| +0% | +$208 | 0.01% | 1155 |
|
|
2024
Q2 | $413K | Hold |
20,682
| – | – | 0.01% | 1142 |
|
|
2024
Q1 | $417K | Buy |
20,682
+74
| +0.4% | +$1.49K | 0.01% | 1136 |
|
|
2023
Q4 | $423K | Buy |
+20,608
| New | +$423K | 0.01% | 1078 |
|