ERTS Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

ERTS Wealth Advisors’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	-33,990	Closed	-$844K	–	90
2023 Q3	$844K	Hold	33,990	–	–	0.2%	31
2023 Q2	$843K	Hold	33,990	–	–	0.2%	34
2023 Q1	$843K	Buy	33,990 +4,043	+14%	+$100K	0.2%	34
2022 Q4	$740K	Buy	+29,947	New	+$740K	0.19%	42

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

ERTS Wealth Advisors's IBTD Position: Q4 2023 in Review

ERTS Wealth Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 33,990 shares — an estimated $844K sold.

ERTS Wealth Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $844K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

ERTS Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
ERTS Wealth Advisors sold 33,990 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $844K.
ERTS Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
ERTS Wealth Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $844K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on ERTS Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.