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IBTB

Howe & Rusling’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Howe & Rusling’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
-4,801
Closed -$122K – 1128
2022
Q3 		$122K Buy
+4,801
New +$122K 0.02% 238

Other funds holding IBTB

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

Howe & Rusling's IBTB Position: Q4 2022 in Review

Howe & Rusling sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 4,801 shares — an estimated $122K sold.

Howe & Rusling first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $122K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Howe & Rusling reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 4,801 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $122K.
  • Howe & Rusling first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Howe & Rusling's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $122K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.