GRP
IBTD

Global Retirement Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Global Retirement Partners’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
-1,047
Closed -$25.9K – 3501
2023
Q3 		$25.9K Sell
1,047
-388
-27% -$9.61K ﹤0.01% 1546
2023
Q2 		$35.6K Buy
1,435
+7
+0.5% +$173 ﹤0.01% 1432
2023
Q1 		$35.3K Sell
1,428
-1,552
-52% -$38.4K ﹤0.01% 1389
2022
Q4 		$73.6K Buy
2,980
+2,030
+214% +$50.2K 0.01% 933
2022
Q3 		$24K Buy
+950
New +$23.6K ﹤0.01% 1329

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

Global Retirement Partners's IBTD Position: Q4 2023 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,047 shares — an estimated $25.9K sold.

Global Retirement Partners first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $73.6K in Q4 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 1,047 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $25.9K.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $73.6K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.