AWS
IBTD

AJ Wealth Strategies’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-59,358
Closed -$1.47M – 307
2023
Q1 		$1.47M Buy
59,358
+3,735
+7% +$92.4K 0.08% 104
2022
Q4 		$1.37M Hold
55,623
– – 0.07% 110
2022
Q3 		$1.38M Buy
55,623
+3,507
+7% +$87.2K 0.08% 105
2022
Q2 		$1.3M Buy
+52,116
New +$1.3M 0.07% 112

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's IBTD Position: Q2 2023 in Review

AJ Wealth Strategies sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q2 2023, closing a stake of 59,358 shares — an estimated $1.47M sold.

AJ Wealth Strategies first reported a position in IBTD in Q2 2022 and held it in 4 quarters. The position peaked at $1.47M in Q1 2023. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • AJ Wealth Strategies reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 59,358 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $1.47M.
  • AJ Wealth Strategies first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 4 quarters.
  • AJ Wealth Strategies's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.47M in Q1 2023.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.