CSIA
IBTD

Conrad Siegel Investment Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Conrad Siegel Investment 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
-46,371
Closed -$1.15M – 32
2023
Q3 		$1.15M Buy
46,371
+563
+1% +$13.9K 0.59% 13
2023
Q2 		$1.14M Buy
45,808
+31,944
+230% +$791K 0.88% 11
2023
Q1 		$344K Buy
13,864
+93
+0.7% +$2.3K 0.31% 22
2022
Q4 		$340K Buy
+13,771
New +$340K 0.34% 19

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

Conrad Siegel Investment Advisors's IBTD Position: Q4 2023 in Review

Conrad Siegel Investment Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 46,371 shares — an estimated $1.15M sold.

Conrad Siegel Investment Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.15M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Conrad Siegel Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 46,371 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.15M.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Conrad Siegel Investment Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.15M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.