ASN
IBTD

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 – 3903
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 – 3368
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 – 2918
2020
Q1 		$8K Buy
+329
New +$8.39K ﹤0.01% 2307

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return