ABC
IBTD

Associated Banc-Corp’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Associated Banc-Corp’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
-57,085
Closed -$1.42M – 319
2023
Q3 		$1.42M Buy
57,085
+4,392
+8% +$109K 0.05% 182
2023
Q2 		$1.31M Buy
52,693
+827
+2% +$20.5K 0.05% 188
2023
Q1 		$1.29M Buy
51,866
+41,097
+382% +$1.02M 0.05% 184
2022
Q4 		$266K Buy
+10,769
New +$266K 0.01% 273

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

Associated Banc-Corp's IBTD Position: Q4 2023 in Review

Associated Banc-Corp sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 57,085 shares — an estimated $1.42M sold.

Associated Banc-Corp first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.42M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Associated Banc-Corp reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Associated Banc-Corp sold 57,085 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.42M.
  • Associated Banc-Corp first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Associated Banc-Corp's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.42M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Associated Banc-Corp's 13F filing for Q4 2023, filed 9 Feb 2024.