BHWM
IBTD

Bay Harbor Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Bay Harbor Wealth Management’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
-3,026
Closed -$75.1K – 181
2023
Q3 		$75.1K Buy
+3,026
New +$74.9K 0.03% 65

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

Bay Harbor Wealth Management's IBTD Position: Q4 2023 in Review

Bay Harbor Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 3,026 shares — an estimated $75.1K sold.

Bay Harbor Wealth Management first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $75.1K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Bay Harbor Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3,026 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $75.1K.
  • Bay Harbor Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Bay Harbor Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $75.1K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.