Integrated Wealth Concepts’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
21,627
+66
| +0.3% | +$1.52K | 0.01% | 1274 |
|
|
2025
Q1 | $494K | Buy |
21,561
+45
| +0.2% | +$1.03K | 0.01% | 1142 |
|
|
2024
Q4 | $478K | Buy |
21,516
+4,317
| +25% | +$95.8K | 0.01% | 1146 |
|
|
2024
Q3 | $404K | Buy |
17,199
+27
| +0.2% | +$634 | ﹤0.01% | 1177 |
|
|
2024
Q2 | $385K | Sell |
17,172
-1,471
| -8% | -$33K | 0.01% | 1172 |
|
|
2024
Q1 | $423K | Buy |
18,643
+128
| +0.7% | +$2.9K | 0.01% | 1131 |
|
|
2023
Q4 | $428K | Buy |
+18,515
| New | +$428K | 0.01% | 1073 |
|