American Planning Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

American Planning Services’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	-33,025	Closed	-$820K	–	47
2023 Q3	$820K	Sell	33,025 -499,163	-94%	-$12.4M	0.54%	14
2023 Q2	$13.2M	Sell	532,188 -16,224	-3%	-$402K	8.65%	6
2023 Q1	$13.6M	Buy	+548,412	New	+$13.6M	9.23%	5

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

American Planning Services's IBTD Position: Q4 2023 in Review

American Planning Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 33,025 shares — an estimated $820K sold.

American Planning Services first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $13.6M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

American Planning Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
American Planning Services sold 33,025 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $820K.
American Planning Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
American Planning Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $13.6M in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on American Planning Services's 13F filing for Q4 2023, filed 7 Feb 2024.