EWM
IBTD

Evermay Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Evermay Wealth Management’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
-1,523
Closed -$37.8K – 695
2023
Q3 		$37.8K Sell
1,523
-3,095
-67% -$76.7K 0.01% 325
2023
Q2 		$115K Sell
4,618
-303,578
-99% -$7.52M 0.02% 228
2023
Q1 		$7.65M Buy
308,196
+2,594
+0.8% +$64.2K 1.54% 10
2022
Q4 		$7.55M Buy
305,602
+140,945
+86% +$3.48M 1.54% 11
2022
Q3 		$4.08M Buy
+164,657
New +$4.09M 0.81% 18

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

Evermay Wealth Management's IBTD Position: Q4 2023 in Review

Evermay Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,523 shares — an estimated $37.8K sold.

Evermay Wealth Management first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $7.65M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Evermay Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1,523 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $37.8K.
  • Evermay Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Evermay Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $7.65M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.