IPW
IBTD

Impact Partnership Wealth’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-45
Closed -$1.12K – 1250
2023
Q2 		$1.12K Buy
+45
New +$1.11K ﹤0.01% 779

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Impact Partnership Wealth's IBTD Position: Q3 2023 in Review

Impact Partnership Wealth sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2023, closing a stake of 45 shares — an estimated $1.12K sold.

Impact Partnership Wealth first reported a position in IBTD in Q2 2023 and held it in 1 quarter. The position peaked at $1.12K in Q2 2023. 212 funds tracked by Wall St. Rank hold IBTD as of Q3 2023.

  • Impact Partnership Wealth reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 45 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2023, an estimated $1.12K.
  • Impact Partnership Wealth first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.12K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.