GA
IBTD

Greenspring Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Greenspring Advisors’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
2022
Q3 		– Sell
-9,200
Closed -$229K – 113
2022
Q2 		$229K Buy
+9,200
New +$230K 0.07% 97

Other funds holding IBTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Greenspring Advisors's IBTD Position: Q3 2022 in Review

Greenspring Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2022, closing a stake of 9,200 shares — an estimated $229K sold.

Greenspring Advisors first reported a position in IBTD in Q2 2022 and held it in 1 quarter. The position peaked at $229K in Q2 2022. 100 funds tracked by Wall St. Rank hold IBTD as of Q3 2022.

  • Greenspring Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Greenspring Advisors sold 9,200 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2022, an estimated $229K.
  • Greenspring Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Greenspring Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $229K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2022.

Based on Greenspring Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.