CAL
IBTD

Capital Analysts LLC’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Capital Analysts LLC’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
-1,821
Closed -$45K – 1235
2023
Q3 		$45K Buy
+1,821
New +$45.1K ﹤0.01% 635

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

Capital Analysts LLC's IBTD Position: Q4 2023 in Review

Capital Analysts LLC sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,821 shares — an estimated $45K sold.

Capital Analysts LLC first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $45K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Capital Analysts LLC reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 1,821 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $45K.
  • Capital Analysts LLC first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $45K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.