HS
IBTB

Horan Securities’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Horan Securities’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
-192
Closed -$5K – 807
2022
Q3 		$5K Buy
+192
New +$4.87K ﹤0.01% 414

Other funds holding IBTB

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

Horan Securities's IBTB Position: Q4 2022 in Review

Horan Securities sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 192 shares — an estimated $5K sold.

Horan Securities first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Horan Securities reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Horan Securities sold 192 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $5K.
  • Horan Securities first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Horan Securities's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $5K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Horan Securities's 13F filing for Q4 2022, filed 17 Jan 2023.