RG
IBTD

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

Retirement 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
Q1 		– Sell
-47
Closed -$1K – 769
2022
Q4 		$1K Buy
+47
New +$1.16K ﹤0.01% 622
2022
Q3 		– Sell
-47
Closed -$1K – 840
2022
Q2 		$1K Hold
47
– – ﹤0.01% 728
2022
Q1 		$1K Hold
47
– – ﹤0.01% 730
2021
Q4 		$1K Hold
47
– – ﹤0.01% 695
2021
Q3 		$1K Hold
47
– – ﹤0.01% 614
2021
Q2 		$1K Hold
47
– – ﹤0.01% 651
2021
Q1 		$1K Buy
+47
New +$1.21K ﹤0.01% 719

Other funds holding IBTD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return