Koshinski Asset Management
IBTK icon

Koshinski Asset Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Koshinski Asset Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,305
Closed -$50.3K – 1227
2022
Q1 		$50.3K Buy
+2,305
New +$51.9K ﹤0.01% 1109

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CIM
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SPF
Steven Patrick Farmer $6.42B AUM
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2022, closing a stake of 2,305 shares — an estimated $50.3K sold.

Koshinski Asset Management first reported a position in IBTK in Q1 2022 and held it in 1 quarter. The position peaked at $50.3K in Q1 2022. 14 funds tracked by Wall St. Rank hold IBTK as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,305 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2022, an estimated $50.3K.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Koshinski Asset Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $50.3K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2022.

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