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Retirement Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Retirement Group’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-47
Closed -$1K – 706
2021
Q1 		$1K Buy
+47
New +$1.21K ﹤0.01% 680

Other funds holding IBTH

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Group's IBTH Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2021, closing a stake of 47 shares — an estimated $1K sold.

Retirement Group first reported a position in IBTH in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 8 funds tracked by Wall St. Rank hold IBTH as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 47 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2021, an estimated $1K.
  • Retirement Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Retirement Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.