KOC
IBTD

Koss-Olinger Consulting’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Koss-Olinger Consulting’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
-9,543
Closed -$237K – 345
2023
Q3 		$237K Buy
+9,543
New +$236K 0.04% 231

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

Koss-Olinger Consulting's IBTD Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 9,543 shares — an estimated $237K sold.

Koss-Olinger Consulting first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $237K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,543 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $237K.
  • Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $237K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.