MKT Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

MKT Advisors’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	-31,195	Closed	-$771K	–	158
2023 Q3	$771K	Buy	31,195 +20,144	+182%	+$499K	0.58%	35
2023 Q2	$274K	Buy	+11,051	New	+$274K	0.19%	104

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 $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

MKT Advisors's IBTD Position: Q4 2023 in Review

MKT Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 31,195 shares — an estimated $771K sold.

MKT Advisors first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $771K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

MKT Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
MKT Advisors sold 31,195 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $771K.
MKT Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
MKT Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $771K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on MKT Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.