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

Fairhaven 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	-35,369	Closed	-$878K	–	125
2023 Q3	$878K	Hold	35,369	–	–	0.35%	42
2023 Q2	$878K	Buy	+35,369	New	+$876K	0.34%	41

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

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

Fairhaven Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 35,369 shares — an estimated $878K sold.

Fairhaven Wealth Management first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $878K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Fairhaven Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Fairhaven Wealth Management sold 35,369 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $878K.
Fairhaven Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
Fairhaven Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $878K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Fairhaven Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.