NS
IBTD

NBC Securities’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

NBC Securities’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
-3,894
Closed -$96K – 2258
2023
Q3 		$96K Buy
+3,894
New +$96.4K 0.01% 947

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

NBC Securities's IBTD Position: Q4 2023 in Review

NBC Securities sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 3,894 shares — an estimated $96K sold.

NBC Securities first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $96K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • NBC Securities reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 3,894 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $96K.
  • NBC Securities first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • NBC Securities's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $96K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.