Ameriprise
IBTD

Ameriprise’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Ameriprise’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
-21,123
Closed -$524K – 4013
2023
Q3 		$524K Buy
21,123
+1,532
+8% +$37.9K ﹤0.01% 3395
2023
Q2 		$486K Buy
+19,591
New +$485K ﹤0.01% 3448

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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ameriprise's IBTD Position: Q4 2023 in Review

Ameriprise sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 21,123 shares — an estimated $524K sold.

Ameriprise first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $524K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Ameriprise reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Ameriprise sold 21,123 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $524K.
  • Ameriprise first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Ameriprise's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $524K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Ameriprise's 13F filing for Q4 2023, filed 14 Feb 2024.