LIG
IBTD

Lokken Investment Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Lokken Investment Group’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
-91,701
Closed -$2.28M – 147
2023
Q3 		$2.28M Buy
91,701
+1,029
+1% +$25.5K 1.49% 17
2023
Q2 		$2.25M Buy
90,672
+12,507
+16% +$310K 1.47% 17
2023
Q1 		$1.94M Buy
+78,165
New +$1.93M 1.47% 17

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

Lokken Investment Group's IBTD Position: Q4 2023 in Review

Lokken Investment Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 91,701 shares — an estimated $2.28M sold.

Lokken Investment Group first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $2.28M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Lokken Investment Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Lokken Investment Group sold 91,701 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.28M.
  • Lokken Investment Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Lokken Investment Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.28M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Lokken Investment Group's 13F filing for Q4 2023, filed 13 Feb 2024.