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Authentikos Wealth Advisory’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Authentikos Wealth Advisory’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-207
Closed -$4.65K – 275
2023
Q3 		$4.65K Buy
+207
New +$4.67K ﹤0.01% 311

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Authentikos Wealth Advisory's IBTG Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2023, closing a stake of 207 shares — an estimated $4.65K sold.

Authentikos Wealth Advisory first reported a position in IBTG in Q3 2023 and held it in 1 quarter. The position peaked at $4.65K in Q3 2023. 158 funds tracked by Wall St. Rank hold IBTG as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 207 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2023, an estimated $4.65K.
  • Authentikos Wealth Advisory first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.65K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.