APS
IBTD

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 – 48
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

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