RWPA
IBTD

Richard W. Paul & Associates’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-11
Closed -$272 – 546
2023
Q1 		$274 Buy
+11
New +$272 ﹤0.01% 521

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richard W. Paul & Associates's IBTD Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q2 2023, closing a stake of 11 shares — an estimated $272 sold.

Richard W. Paul & Associates first reported a position in IBTD in Q1 2023 and held it in 1 quarter. The position peaked at $274 in Q1 2023. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 11 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $272.
  • Richard W. Paul & Associates first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $274 in Q1 2023.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.