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JDM Financial Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

JDM Financial Group’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,240
Closed -$205K – 212
2023
Q2 		$205K Buy
9,240
+127
+1% +$2.86K 0.18% 38
2023
Q1 		$207K Buy
9,113
+2,887
+46% +$64.8K 0.19% 36
2022
Q4 		$139K Buy
+6,226
New +$139K 0.13% 42

Other funds holding IBTH

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

JDM Financial Group's IBTH Position: Q3 2023 in Review

JDM Financial Group sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2023, closing a stake of 9,240 shares — an estimated $205K sold.

JDM Financial Group first reported a position in IBTH in Q4 2022 and held it in 3 quarters. The position peaked at $207K in Q1 2023. 85 funds tracked by Wall St. Rank hold IBTH as of Q3 2023.

  • JDM Financial Group reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • JDM Financial Group sold 9,240 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2023, an estimated $205K.
  • JDM Financial Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • JDM Financial Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $207K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2023.

Based on JDM Financial Group's 13F filing for Q3 2023, filed 16 Nov 2023.