MML Investors Services
IBTD

MML Investors Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

MML Investors Services’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
-85,737
Closed -$2.13M – 2529
2023
Q3 		$2.13M Buy
85,737
+3,119
+4% +$77.2K 0.01% 877
2023
Q2 		$2.05M Buy
82,618
+4,745
+6% +$117K 0.01% 897
2023
Q1 		$1.93M Buy
77,873
+27,723
+55% +$686K 0.01% 793
2022
Q4 		$1.24M Buy
+50,150
New +$1.24M 0.01% 1029

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

MML Investors Services's IBTD Position: Q4 2023 in Review

MML Investors Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 85,737 shares — an estimated $2.13M sold.

MML Investors Services first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $2.13M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • MML Investors Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • MML Investors Services sold 85,737 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.13M.
  • MML Investors Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • MML Investors Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.13M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on MML Investors Services's 13F filing for Q4 2023, filed 14 Feb 2024.