PSP
IBTD

Pacific Sage Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Pacific Sage Partners’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
-184,872
Closed -$4.59M – 98
2023
Q3 		$4.59M Sell
184,872
-1,180
-0.6% -$29.2K 1.38% 17
2023
Q2 		$4.62M Sell
186,052
-9,858
-5% -$244K 1.37% 15
2023
Q1 		$4.86M Buy
195,910
+238
+0.1% +$5.89K 1.56% 13
2022
Q4 		$4.83M Buy
+195,672
New +$4.84M 1.6% 11

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