AWA
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Authentikos Wealth Advisory’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Authentikos Wealth Advisory’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-211
Closed -$4.61K – 276
2023
Q3 		$4.61K Buy
+211
New +$4.64K ﹤0.01% 313

Other funds holding IBTH

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Authentikos Wealth Advisory sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2023, closing a stake of 211 shares — an estimated $4.61K sold.

Authentikos Wealth Advisory first reported a position in IBTH in Q3 2023 and held it in 1 quarter. The position peaked at $4.61K in Q3 2023. 131 funds tracked by Wall St. Rank hold IBTH as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 211 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2023, an estimated $4.61K.
  • Authentikos Wealth Advisory first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $4.61K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2023.

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