GC
IBTD

Guidance Capital’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Guidance Capital’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
-70,138
Closed -$1.73M – 174
2023
Q3 		$1.73M Buy
70,138
+1,783
+3% +$44.2K 0.78% 19
2023
Q2 		$1.69M Buy
+68,355
New +$1.69M 0.74% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Guidance Capital's IBTD Position: Q4 2023 in Review

Guidance Capital sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 70,138 shares — an estimated $1.73M sold.

Guidance Capital first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $1.73M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Guidance Capital reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Guidance Capital sold 70,138 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.73M.
  • Guidance Capital first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Guidance Capital's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.73M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Guidance Capital's 13F filing for Q4 2023, filed 31 Jan 2024.