Koshinski Asset Management
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Koshinski Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Koshinski Asset Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,540
Closed -$60.3K – 1225
2022
Q1 		$60.3K Buy
2,540
+60
+2% +$1.46K 0.01% 1020
2021
Q4 		$62.4K Hold
2,480
– – 0.01% 1040
2021
Q3 		$62.9K Buy
+2,480
New +$63.7K 0.01% 1017

Other funds holding IBTI

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management's IBTI Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2022, closing a stake of 2,540 shares — an estimated $60.3K sold.

Koshinski Asset Management first reported a position in IBTI in Q3 2021 and held it in 3 quarters. The position peaked at $62.9K in Q3 2021. 11 funds tracked by Wall St. Rank hold IBTI as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,540 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2022, an estimated $60.3K.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $62.9K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.