JAG
IBTD

Journey Advisory Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Journey Advisory Group’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
-38,140
Closed -$947K – 222
2023
Q3 		$947K Sell
38,140
-8,100
-18% -$201K 0.14% 111
2023
Q2 		$1.15M Sell
46,240
-49,850
-52% -$1.23M 0.17% 105
2023
Q1 		$2.38M Buy
+96,090
New +$2.38M 0.37% 78

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

Journey Advisory Group's IBTD Position: Q4 2023 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 38,140 shares — an estimated $947K sold.

Journey Advisory Group first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $2.38M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Journey Advisory Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Advisory Group sold 38,140 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $947K.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Journey Advisory Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.38M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Journey Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.