IWM
IBTD

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

IHT 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
-41,130
Closed -$1.02M – 1041
2023
Q3 		$1.02M Buy
41,130
+498
+1% +$12.3K 0.05% 344
2023
Q2 		$1.01M Buy
40,632
+432
+1% +$10.7K 0.05% 343
2023
Q1 		$997K Buy
+40,200
New +$995K 0.06% 311

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

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

IHT Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 41,130 shares — an estimated $1.02M sold.

IHT Wealth Management first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $1.02M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • IHT Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • IHT Wealth Management sold 41,130 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.02M.
  • IHT Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • IHT Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.02M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.