MSWM
IBTD

Mader & Shannon Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Mader & Shannon Wealth Management’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
Q3 		– Sell
-167,408
Closed -$4.15M – 19
2023
Q2 		$4.15M Buy
+167,408
New +$4.14M 2.56% 16

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mader & Shannon Wealth Management's IBTD Position: Q3 2023 in Review

Mader & Shannon Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2023, closing a stake of 167,408 shares — an estimated $4.15M sold.

Mader & Shannon Wealth Management first reported a position in IBTD in Q2 2023 and held it in 1 quarter. The position peaked at $4.15M in Q2 2023. 212 funds tracked by Wall St. Rank hold IBTD as of Q3 2023.

  • Mader & Shannon Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 167,408 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2023, an estimated $4.15M.
  • Mader & Shannon Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $4.15M in Q2 2023.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2023.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.