EH
IBTD

Equitable Holdings’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Equitable Holdings’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
-132,122
Closed -$3.28M – 1174
2023
Q3 		$3.28M Sell
132,122
-547,499
-81% -$13.6M 0.05% 265
2023
Q2 		$16.9M Buy
679,621
+393,875
+138% +$9.75M 0.24% 87
2023
Q1 		$7.09M Buy
+285,746
New +$7.07M 0.11% 137

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Equitable Holdings's IBTD Position: Q4 2023 in Review

Equitable Holdings sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 132,122 shares — an estimated $3.28M sold.

Equitable Holdings first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $16.9M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Equitable Holdings reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Equitable Holdings sold 132,122 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $3.28M.
  • Equitable Holdings first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Equitable Holdings's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $16.9M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.