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

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

IFG Advisory's IBTD Position: Q4 2023 in Review

IFG Advisory sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 277,582 shares — an estimated $6.89M sold.

IFG Advisory first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $35M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

IFG Advisory reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 277,582 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $6.89M.
IFG Advisory first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
IFG Advisory's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $35M in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.