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

Campbell 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	-2,304,679	Closed	-$57.2M	–	78
2023 Q3	$57.2M	Sell	2,304,679 -14,540	-0.6%	-$360K	6.96%	4
2023 Q2	$57.5M	Buy	2,319,219 +141,074	+6%	+$3.49M	7.4%	4
2023 Q1	$54M	Buy	2,178,145 +625,861	+40%	+$15.5M	6.77%	4
2022 Q4	$38.3M	Buy	1,552,284 +978,742	+171%	+$24.2M	5.34%	6
2022 Q3	$14.2M	Buy	+573,542	New	+$14.3M	2.05%	17

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Campbell Wealth Management's IBTD Position: Q4 2023 in Review

Campbell Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 2,304,679 shares — an estimated $57.2M sold.

Campbell Wealth Management first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $57.5M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Campbell Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Campbell Wealth Management sold 2,304,679 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $57.2M.
Campbell Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Campbell Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $57.5M in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Campbell Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.