BC
IBTD

Barrett & Company’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Barrett & Company’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
-1,378
Closed -$34.2K – 643
2023
Q3 		$34.2K Hold
1,378
– – 0.02% 282
2023
Q2 		$34.2K Hold
1,378
– – 0.02% 283
2023
Q1 		$34.2K Buy
1,378
+378
+38% +$9.35K 0.02% 270
2022
Q4 		$24.7K Hold
1,000
– – 0.02% 291
2022
Q3 		$24.7K Buy
+1,000
New +$24.9K 0.02% 291

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

Barrett & Company's IBTD Position: Q4 2023 in Review

Barrett & Company sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,378 shares — an estimated $34.2K sold.

Barrett & Company first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $34.2K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Barrett & Company reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Barrett & Company sold 1,378 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $34.2K.
  • Barrett & Company first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Barrett & Company's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $34.2K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Barrett & Company's 13F filing for Q4 2023, filed 24 Jan 2024.