Financial Futures’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Financial Futures’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	-42,682	Closed	-$1.06M	–	53
2023 Q3	$1.06M	Buy	42,682 +2,088	+5%	+$51.7K	0.87%	23
2023 Q2	$1.01M	Sell	40,594 -19,933	-33%	-$494K	0.8%	30
2023 Q1	$1.5M	Sell	60,527 -1,203	-2%	-$29.8K	1.26%	28
2022 Q4	$1.52M	Buy	+61,730	New	+$1.53M	1.37%	24

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

Financial Futures's IBTD Position: Q4 2023 in Review

Financial Futures sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 42,682 shares — an estimated $1.06M sold.

Financial Futures first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.52M in Q4 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Financial Futures reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Financial Futures sold 42,682 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.06M.
Financial Futures first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Financial Futures's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.52M in Q4 2022.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Financial Futures's 13F filing for Q4 2023, filed 25 Jan 2024.