Archer Investment Corporation’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Archer Investment Corporation’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	-138,494	Closed	-$3.44M	–	1077
2023 Q3	$3.44M	Buy	138,494 +27,604	+25%	+$684K	1.21%	13
2023 Q2	$2.75M	Buy	110,890 +28,787	+35%	+$713K	0.98%	21
2023 Q1	$2.04M	Buy	82,103 +8,474	+12%	+$210K	0.75%	22
2022 Q4	$1.82M	Buy	73,629 +59,779	+432%	+$1.48M	0.71%	29
2022 Q3	$343K	Buy	+13,850	New	+$344K	0.14%	151

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

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

Archer Investment Corporation's IBTD Position: Q4 2023 in Review

Archer Investment Corporation sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 138,494 shares — an estimated $3.44M sold.

Archer Investment Corporation first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $3.44M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Archer Investment Corporation reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Archer Investment Corporation sold 138,494 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $3.44M.
Archer Investment Corporation first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Archer Investment Corporation's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $3.44M in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Archer Investment Corporation's 13F filing for Q4 2023, filed 31 Jan 2024.