HIA
IBTD

Harbor Investment Advisory’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Harbor Investment Advisory’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
-2,500
Closed -$62K – 1219
2023
Q3 		$62K Hold
2,500
– – 0.01% 506
2023
Q2 		$62K Hold
2,500
– – 0.01% 648
2023
Q1 		$62K Hold
2,500
– – 0.01% 647
2022
Q4 		$61.8K Hold
2,500
– – 0.01% 636
2022
Q3 		$62K Hold
2,500
– – 0.01% 614
2022
Q2 		$62K Buy
+2,500
New +$62.5K 0.01% 640

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

Harbor Investment Advisory's IBTD Position: Q4 2023 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 2,500 shares — an estimated $62K sold.

Harbor Investment Advisory first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $62K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 2,500 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $62K.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $62K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.