HI
IBTD

Harbour Investments’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Harbour Investments’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
-623
Closed -$15.5K – 3226
2023
Q3 		$15.5K Buy
623
+7
+1% +$173 ﹤0.01% 1867
2023
Q2 		$15.3K Buy
616
+7
+1% +$173 ﹤0.01% 1870
2023
Q1 		$15.1K Buy
+609
New +$15.1K ﹤0.01% 1852

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

Harbour Investments's IBTD Position: Q4 2023 in Review

Harbour Investments sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 623 shares — an estimated $15.5K sold.

Harbour Investments first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $15.5K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Harbour Investments reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 623 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $15.5K.
  • Harbour Investments first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Harbour Investments's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $15.5K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.