APA
IBTB

American Portfolios Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

American Portfolios Advisors’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
Q3 		$644K Sell
25,349
-173
-0.7% -$4.38K 0.03% 559
2022
Q2 		$647K Buy
25,522
+781
+3% +$19.8K 0.03% 562
2022
Q1 		$627K Buy
24,741
+74
+0.3% +$1.88K 0.02% 648
2021
Q4 		$627K Buy
+24,667
New +$627K 0.02% 643

Other funds holding IBTB

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's IBTB Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares iBonds Dec 2022 Term Treasury ETF (IBTB) stake by 0.68% in Q3 2022, selling an estimated $4.38K and leaving 25,349 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #559.

American Portfolios Advisors first reported a position in IBTB in Q4 2021 and has held it in 4 quarters since. The position peaked at $647K in Q2 2022. 50 funds tracked by Wall St. Rank hold IBTB as of Q3 2022.

  • American Portfolios Advisors held 25,349 shares of iShares iBonds Dec 2022 Term Treasury ETF worth $644K as of Q3 2022.
  • American Portfolios Advisors sold 173 iShares iBonds Dec 2022 Term Treasury ETF shares in Q3 2022, an estimated $4.38K.
  • iShares iBonds Dec 2022 Term Treasury ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #559 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $647K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.