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

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

Pacific Sage Partners's IBTD Position: Q4 2023 in Review

Pacific Sage Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 184,872 shares — an estimated $4.59M sold.

Pacific Sage Partners first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $4.86M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Pacific Sage Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Pacific Sage Partners sold 184,872 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $4.59M.
Pacific Sage Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Pacific Sage Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $4.86M in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Pacific Sage Partners's 13F filing for Q4 2023, filed 5 Feb 2024.