KCM
IBTD

Kathmere Capital Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Kathmere Capital 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
-8,091
Closed -$201K – 312
2023
Q3 		$201K Hold
8,091
– – 0.03% 250
2023
Q2 		$201K Hold
8,091
– – 0.03% 221
2023
Q1 		$201K Buy
+8,091
New +$200K 0.03% 210

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

Kathmere Capital Management's IBTD Position: Q4 2023 in Review

Kathmere Capital Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 8,091 shares — an estimated $201K sold.

Kathmere Capital Management first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $201K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Kathmere Capital Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Kathmere Capital Management sold 8,091 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $201K.
  • Kathmere Capital Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Kathmere Capital Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $201K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Kathmere Capital Management's 13F filing for Q4 2023, filed 16 Apr 2024.