CFS
IBTD

Commonwealth Financial Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Commonwealth Financial Services’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
-14,165
Closed -$352K – 210
2023
Q3 		$352K Buy
+14,165
New +$351K 0.1% 119

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

Commonwealth Financial Services's IBTD Position: Q4 2023 in Review

Commonwealth Financial Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 14,165 shares — an estimated $352K sold.

Commonwealth Financial Services first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $352K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Financial Services sold 14,165 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $352K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Commonwealth Financial Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $352K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Commonwealth Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.