Envestnet Asset Management
IBTB

Envestnet Asset Management’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Envestnet Asset Management’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50,033
Closed -$1.27M – 4119
2022
Q3 		$1.27M Buy
+50,033
New +$1.27M ﹤0.01% 2373
2022
Q1 		– Sell
-8,301
Closed -$211K – 4096
2021
Q4 		$211K Buy
+8,301
New +$211K ﹤0.01% 3629

Other funds holding IBTB

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

Envestnet Asset Management's IBTB Position: Q4 2022 in Review

Envestnet Asset Management sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 50,033 shares — an estimated $1.27M sold.

Envestnet Asset Management first reported a position in IBTB in Q4 2021 and held it in 2 quarters. The position peaked at $1.27M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Envestnet Asset Management reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 50,033 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $1.27M.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Envestnet Asset Management's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $1.27M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.