APA
IBTD

American Portfolios Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.04M Buy
41,930
+16,613
+66% +$413K 0.04% 430
2022
Q2 		$631K Buy
25,317
+785
+3% +$19.6K 0.03% 572
2022
Q1 		$616K Buy
24,532
+154
+0.6% +$3.89K 0.02% 653
2021
Q4 		$622K Buy
+24,378
New +$623K 0.02% 646

Other funds holding IBTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

American Portfolios Advisors increased its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) stake by 66% in Q3 2022, buying an estimated $413K and bringing the position to 41,930 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #430.

American Portfolios Advisors first reported a position in IBTD in Q4 2021 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold IBTD as of Q3 2022.

  • American Portfolios Advisors held 41,930 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $1.04M as of Q3 2022.
  • American Portfolios Advisors bought 16,613 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2022, an estimated $413K.
  • iShares iBonds Dec 2023 Term Treasury ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #430 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2022.

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