DB Wealth Management Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

DB Wealth Management 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	-10,114	Closed	-$251K	–	386
2023 Q3	$251K	Hold	10,114	–	–	0.16%	78
2023 Q2	$251K	Buy	+10,114	New	+$250K	0.15%	80

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DB Wealth Management Group's IBTD Position: Q4 2023 in Review

DB Wealth Management Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 10,114 shares — an estimated $251K sold.

DB Wealth Management Group first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $251K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

DB Wealth Management Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
DB Wealth Management Group sold 10,114 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $251K.
DB Wealth Management Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
DB Wealth Management Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $251K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.