9258 Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

9258 Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,687	Closed	-$290K	–	338
2023 Q3	$290K	Hold	11,687	–	–	0.06%	255
2023 Q2	$290K	Hold	11,687	–	–	0.05%	256
2023 Q1	$290K	Sell	11,687 -804	-6%	-$19.9K	0.06%	253
2022 Q4	$309K	Hold	12,491	–	–	0.07%	247
2022 Q3	$309K	Buy	+12,491	New	+$311K	0.08%	235

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

9258 Wealth Management's IBTD Position: Q4 2023 in Review

9258 Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 11,687 shares — an estimated $290K sold.

9258 Wealth Management first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $309K in Q3 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

9258 Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
9258 Wealth Management sold 11,687 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $290K.
9258 Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
9258 Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $309K in Q3 2022.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on 9258 Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.