Northwest Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Northwest 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 Q4	–	Sell	-10,753	Closed	-$267K	–	169
2023 Q3	$267K	Sell	10,753 -688	-6%	-$17K	0.1%	125
2023 Q2	$284K	Hold	11,441	–	–	0.1%	121
2023 Q1	$284K	Buy	11,441 +1,547	+16%	+$38.3K	0.11%	117
2022 Q4	$244K	Buy	+9,894	New	+$245K	0.1%	123

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northwest Wealth Management's IBTD Position: Q4 2023 in Review

Northwest Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 10,753 shares — an estimated $267K sold.

Northwest Wealth Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $284K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Northwest Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Northwest Wealth Management sold 10,753 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $267K.
Northwest Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Northwest Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $284K in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Northwest Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.