Private Advisor Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Private Advisor Group’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	-47,321	Closed	-$1.17M	–	2558
2023 Q3	$1.17M	Buy	47,321 +2,249	+5%	+$55.7K	0.01%	954
2023 Q2	$1.12M	Buy	45,072 +2,481	+6%	+$61.4K	0.01%	997
2023 Q1	$1.06M	Buy	42,591 +15,465	+57%	+$383K	0.01%	966
2022 Q4	$234K	Buy	+27,126	New	+$670K	0.01%	839

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

Private Advisor Group's IBTD Position: Q4 2023 in Review

Private Advisor Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 47,321 shares — an estimated $1.17M sold.

Private Advisor Group first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.17M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Private Advisor Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Private Advisor Group sold 47,321 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.17M.
Private Advisor Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Private Advisor Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.17M in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Private Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.