EP
IBTD

Essential Planning’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Essential Planning’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
-108,326
Closed -$2.69M – 67
2023
Q3 		$2.69M Buy
+108,326
New +$2.68M 1.49% 15

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

Essential Planning's IBTD Position: Q4 2023 in Review

Essential Planning sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 108,326 shares — an estimated $2.69M sold.

Essential Planning first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $2.69M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Essential Planning reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Essential Planning sold 108,326 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.69M.
  • Essential Planning first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Essential Planning's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.69M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Essential Planning's 13F filing for Q4 2023, filed 13 Feb 2024.