CAPTRUST Financial Advisors
IBTB

CAPTRUST Financial Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-72,501
Closed -$1.84M – 2263
2022
Q3 		$1.84M Buy
+72,501
New +$1.84M 0.01% 701

Other funds holding IBTB

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CAPTRUST Financial Advisors's IBTB Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 72,501 shares — an estimated $1.84M sold.

CAPTRUST Financial Advisors first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $1.84M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 72,501 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $1.84M.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $1.84M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.