Cambridge Investment Research Advisors
IBTD

Cambridge Investment Research Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Cambridge Investment Research Advisors’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
-273,729
Closed -$6.79M – 3331
2023
Q3 		$6.79M Sell
273,729
-12,871
-4% -$319K 0.03% 518
2023
Q2 		$7.11M Sell
286,600
-210
-0.1% -$5.2K 0.03% 498
2023
Q1 		$7.12M Buy
286,810
+136,164
+90% +$3.37M 0.03% 476
2022
Q4 		$3.72M Buy
150,646
+26,865
+22% +$664K 0.02% 738
2022
Q3 		$3.07M Buy
+123,781
New +$3.08M 0.02% 809

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

Cambridge Investment Research Advisors's IBTD Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 273,729 shares — an estimated $6.79M sold.

Cambridge Investment Research Advisors first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $7.12M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 273,729 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $6.79M.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $7.12M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.