KHC
IBTD

Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-59
Closed -$1.46K – 257
2023
Q1 		$1.46K Buy
+59
New +$1.46K ﹤0.01% 172

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBTD Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q2 2023, closing a stake of 59 shares — an estimated $1.46K sold.

Koesten Hirschmann & Crabtree first reported a position in IBTD in Q1 2023 and held it in 1 quarter. The position peaked at $1.46K in Q1 2023. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 59 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $1.46K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.46K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.