Advisory Services Network’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Advisory Services Network’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	-15,404	Closed	-$382K	–	3889
2023 Q3	$382K	Sell	15,404 -1,417	-8%	-$35.1K	0.01%	1033
2023 Q2	$417K	Buy	16,821 +4,645	+38%	+$115K	0.01%	994
2023 Q1	$302K	Buy	12,176 +2,116	+21%	+$52.3K	0.01%	1132
2022 Q4	$248K	Buy	+10,060	New	+$249K	0.01%	1168
2021 Q1	–	Sell	-329	Closed	-$8K	–	3111
2020 Q4	$8K	Hold	329	–	–	﹤0.01%	2565
2020 Q3	$8K	Buy	+329	New	+$8.47K	﹤0.01%	2592
2020 Q2	–	Sell	-329	Closed	-$8K	–	2891
2020 Q1	$8K	Buy	+329	New	+$8.39K	﹤0.01%	2307

Other funds holding IBTD

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

Advisory Services Network's IBTD Position: Q4 2023 in Review

Advisory Services Network sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 15,404 shares — an estimated $382K sold.

Advisory Services Network first reported a position in IBTD in Q1 2020 and held it in 7 quarters. The position peaked at $417K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Advisory Services Network reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Advisory Services Network sold 15,404 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $382K.
Advisory Services Network first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2020 and held it in 7 quarters.
Advisory Services Network's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $417K in Q2 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Advisory Services Network's 13F filing for Q4 2023, filed 9 Feb 2024.