HBT
IBTD

Hills Bank & Trust’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Hills Bank & Trust’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
-1,048,010
Closed -$26M – 281
2023
Q3 		$26M Buy
1,048,010
+839,436
+402% +$20.8M 3.02% 6
2023
Q2 		$5.17M Buy
+208,574
New +$5.16M 0.67% 34

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

Hills Bank & Trust's IBTD Position: Q4 2023 in Review

Hills Bank & Trust sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,048,010 shares — an estimated $26M sold.

Hills Bank & Trust first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $26M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Hills Bank & Trust reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Hills Bank & Trust sold 1,048,010 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $26M.
  • Hills Bank & Trust first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Hills Bank & Trust's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $26M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Hills Bank & Trust's 13F filing for Q4 2023, filed 7 Feb 2024.