Horizons Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Horizons Wealth Management’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	-14,285	Closed	-$355K	–	190
2023 Q3	$355K	Sell	14,285 -76	-0.5%	-$1.88K	0.26%	47
2023 Q2	$356K	Buy	14,361 +335	+2%	+$8.29K	0.25%	46
2023 Q1	$348K	Buy	14,026 +4,206	+43%	+$104K	0.26%	44
2022 Q4	$242K	Buy	+9,820	New	+$243K	0.19%	52

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

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

Horizons Wealth Management's IBTD Position: Q4 2023 in Review

Horizons Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 14,285 shares — an estimated $355K sold.

Horizons Wealth Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $356K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Horizons Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Horizons Wealth Management sold 14,285 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $355K.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Horizons Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $356K in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Horizons Wealth Management's 13F filing for Q4 2023, filed 8 Jan 2024.