Quantitative Advantage’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Quantitative Advantage’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 Q1	$909K	Buy	+36,631	New	+$906K	0.13%	92

Other funds holding IBTD

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quantitative Advantage's IBTD Position: Q1 2023 in Review

Quantitative Advantage opened a new position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q1 2023: 36,631 shares worth $909K. The stake represents 0.13% of the portfolio and ranks #92 among its holdings.

212 funds tracked by Wall St. Rank hold IBTD as of Q1 2023.

Quantitative Advantage held 36,631 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $909K as of Q1 2023.
iShares iBonds Dec 2023 Term Treasury ETF was a new Quantitative Advantage position in Q1 2023.
iShares iBonds Dec 2023 Term Treasury ETF made up 0.13% of Quantitative Advantage's portfolio in Q1 2023, its #92 holding.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.