IFP Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

IFP Advisors’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
2024 Q1	–	Sell	-30,869	Closed	-$765K	–	3275
2023 Q4	$765K	Sell	30,869 -146	-0.5%	-$3.62K	0.04%	460
2023 Q3	$770K	Buy	31,015 +1,188	+4%	+$29.4K	0.03%	466
2023 Q2	$740K	Sell	29,827 -7,770	-21%	-$192K	0.03%	526
2023 Q1	$942K	Sell	37,597 -760	-2%	-$18.8K	0.04%	410
2022 Q4	$960K	Buy	38,357 +35,426	+1,209%	+$876K	0.03%	634
2022 Q3	$74K	Buy	+2,931	New	+$72.9K	﹤0.01%	2082

IFP Advisors's IBTD Position: Q1 2024 in Review

IFP Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q1 2024, closing a stake of 30,869 shares — an estimated $765K sold.

IFP Advisors first reported a position in IBTD in Q3 2022 and held it in 6 quarters. The position peaked at $960K in Q4 2022. 0 funds tracked by Wall St. Rank hold IBTD as of Q1 2024.

IFP Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 30,869 iShares iBonds Dec 2023 Term Treasury ETF shares in Q1 2024, an estimated $765K.
IFP Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 6 quarters.
IFP Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $960K in Q4 2022.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.