Princeton Global Asset Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Princeton Global Asset 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	-10,835	Closed	-$269K	–	682
2023 Q3	$269K	Buy	10,835 +58	+0.5%	+$1.44K	0.08%	137
2023 Q2	$267K	Buy	10,777 +6,051	+128%	+$150K	0.08%	146
2023 Q1	$117K	Buy	4,726 +1,526	+48%	+$37.8K	0.03%	192
2022 Q4	$79K	Buy	+3,200	New	+$79.1K	0.03%	209

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

Princeton Global Asset Management's IBTD Position: Q4 2023 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 10,835 shares — an estimated $269K sold.

Princeton Global Asset Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $269K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Princeton Global Asset Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Princeton Global Asset Management sold 10,835 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $269K.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Princeton Global Asset Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $269K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Princeton Global Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.