DF
IBTD

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

DecisionPoint Financial’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
-394
Closed -$9.78K – 271
2023
Q3 		$9.78K Buy
+394
New +$9.76K 0.01% 125

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

DecisionPoint Financial's IBTD Position: Q4 2023 in Review

DecisionPoint Financial sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 394 shares — an estimated $9.78K sold.

DecisionPoint Financial first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $9.78K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • DecisionPoint Financial reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 394 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $9.78K.
  • DecisionPoint Financial first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • DecisionPoint Financial's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $9.78K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.