HWMA
IBTD

Heritage Wealth Management (Arizona)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.37M Buy
+55,398
New +$1.37M 0.2% 81

Other funds holding IBTD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IBTD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2022: 55,398 shares worth $1.37M. The stake represents 0.2% of the portfolio and ranks #81 among its holdings.

172 funds tracked by Wall St. Rank hold IBTD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 55,398 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $1.37M as of Q4 2022.
  • iShares iBonds Dec 2023 Term Treasury ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • iShares iBonds Dec 2023 Term Treasury ETF made up 0.2% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #81 holding.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.