Fidelity Investments
IBTD

Fidelity Investments’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Fidelity Investments’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
-20
Closed -$497 – 5722
2023
Q3 		$497 Sell
20
-6
-23% -$149 ﹤0.01% 4714
2023
Q2 		$645 Buy
+26
New +$644 ﹤0.01% 4774

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fidelity Investments's IBTD Position: Q4 2023 in Review

Fidelity Investments sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 20 shares — an estimated $497 sold.

Fidelity Investments first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $645 in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 20 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $497.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Fidelity Investments's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $645 in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.