MSRI
IBTD

Michael S. Ryan Inc’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Michael S. Ryan Inc’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
-202,482
Closed -$5.02M – 51
2023
Q3 		$5.02M Buy
202,482
+2,012
+1% +$49.8K 4.79% 6
2023
Q2 		$4.96M Buy
+200,470
New +$4.96M 4.58% 6

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

Michael S. Ryan Inc's IBTD Position: Q4 2023 in Review

Michael S. Ryan Inc sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 202,482 shares — an estimated $5.02M sold.

Michael S. Ryan Inc first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $5.02M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Michael S. Ryan Inc reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Michael S. Ryan Inc sold 202,482 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $5.02M.
  • Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Michael S. Ryan Inc's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $5.02M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Michael S. Ryan Inc's 13F filing for Q4 2023, filed 5 Jan 2024.