AT
IBTD

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

Arlington Trust’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
-2,735,336
Closed -$67.9M – 963
2023
Q3 		$67.9M Buy
+2,735,336
New +$67.7M 27.87% 1

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

Arlington Trust's IBTD Position: Q4 2023 in Review

Arlington Trust sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 2,735,336 shares — an estimated $67.9M sold.

Arlington Trust first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $67.9M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Arlington Trust reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Arlington Trust sold 2,735,336 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $67.9M.
  • Arlington Trust first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Arlington Trust's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $67.9M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Arlington Trust's 13F filing for Q4 2023, filed 24 Jan 2024.