IA
IBTD

IFG Advisory’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

IFG Advisory’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
-277,582
Closed -$6.89M – 604
2023
Q3 		$6.89M Sell
277,582
-20,248
-7% -$501K 0.58% 30
2023
Q2 		$7.39M Sell
297,830
-1,113,151
-79% -$27.6M 0.66% 31
2023
Q1 		$35M Buy
1,410,981
+12,412
+0.9% +$307K 3.27% 1
2022
Q4 		$34.5M Buy
1,398,569
+42,853
+3% +$1.06M 3.44% 1
2022
Q3 		$33.6M Buy
+1,355,716
New +$33.7M 3.05% 3

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return