CA
IBTD

Crumly & Associates’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Crumly & Associates’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
Q2 		– Sell
-33,822
Closed -$839K – 124
2023
Q1 		$839K Sell
33,822
-327,265
-91% -$8.1M 0.36% 44
2022
Q4 		$8.92M Buy
+361,087
New +$8.92M 3.37% 8

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crumly & Associates's IBTD Position: Q2 2023 in Review

Crumly & Associates sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q2 2023, closing a stake of 33,822 shares — an estimated $839K sold.

Crumly & Associates first reported a position in IBTD in Q4 2022 and held it in 2 quarters. The position peaked at $8.92M in Q4 2022. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • Crumly & Associates reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Crumly & Associates sold 33,822 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $839K.
  • Crumly & Associates first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Crumly & Associates's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $8.92M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on Crumly & Associates's 13F filing for Q2 2023, filed 21 Jul 2023.