HIA
IBTB

Harbor Investment Advisory’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Harbor Investment Advisory’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,000
Closed -$76K – 1398
2022
Q3 		$76K Hold
3,000
– – 0.01% 543
2022
Q2 		$76K Buy
+3,000
New +$76K 0.01% 573

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbor Investment Advisory's IBTB Position: Q4 2022 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 3,000 shares — an estimated $76K sold.

Harbor Investment Advisory first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $76K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 3,000 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $76K.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $76K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.