AIS
IBTB

American Investment Services’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

American Investment Services’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,366
Closed -$238K – 138
2022
Q3 		$238K Buy
+9,366
New +$237K 0.06% 113

Other funds holding IBTB

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

American Investment Services's IBTB Position: Q4 2022 in Review

American Investment Services sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 9,366 shares — an estimated $238K sold.

American Investment Services first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $238K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • American Investment Services reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • American Investment Services sold 9,366 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $238K.
  • American Investment Services first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • American Investment Services's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $238K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on American Investment Services's 13F filing for Q4 2022, filed 6 Feb 2023.