Gould Asset Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Gould Asset 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	-13,130	Closed	-$326K	–	161
2023 Q3	$326K	Sell	13,130 -1,115	-8%	-$27.6K	0.09%	111
2023 Q2	$353K	Buy	14,245 +685	+5%	+$17K	0.1%	106
2023 Q1	$336K	Sell	13,560 -5,265	-28%	-$130K	0.1%	108
2022 Q4	$465K	Buy	+18,825	New	+$465K	0.14%	93

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

Gould Asset Management's IBTD Position: Q4 2023 in Review

Gould Asset Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 13,130 shares — an estimated $326K sold.

Gould Asset Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $465K in Q4 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Gould Asset Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Gould Asset Management sold 13,130 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $326K.
Gould Asset Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Gould Asset Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $465K in Q4 2022.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Gould Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.