CFG
IBTD

Cooper Financial Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Cooper Financial Group’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
-56,779
Closed -$1.41M – 359
2023
Q3 		$1.41M Buy
56,779
+29,399
+107% +$728K 0.34% 65
2023
Q2 		$679K Buy
27,380
+8,985
+49% +$222K 0.17% 147
2023
Q1 		$456K Buy
18,395
+2,661
+17% +$65.8K 0.12% 185
2022
Q4 		$389K Buy
+15,734
New +$389K 0.12% 175

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

Cooper Financial Group's IBTD Position: Q4 2023 in Review

Cooper Financial Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 56,779 shares — an estimated $1.41M sold.

Cooper Financial Group first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.41M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Cooper Financial Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Cooper Financial Group sold 56,779 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.41M.
  • Cooper Financial Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Cooper Financial Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.41M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Cooper Financial Group's 13F filing for Q4 2023, filed 16 Jan 2024.