Rinkey Investments’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Rinkey Investments’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	-8,483	Closed	-$211K	–	68
2023 Q3	$211K	Hold	8,483	–	–	0.1%	46
2023 Q2	$210K	Sell	8,483 -82,633	-91%	-$2.05M	0.1%	54
2023 Q1	$2.26M	Sell	91,116 -7,245	-7%	-$179K	1.18%	19
2022 Q4	$2.43M	Buy	98,361 +17,194	+21%	+$425K	1.45%	17
2022 Q3	$2.01M	Buy	+81,167	New	+$2.02M	1.52%	15

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

Rinkey Investments's IBTD Position: Q4 2023 in Review

Rinkey Investments sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 8,483 shares — an estimated $211K sold.

Rinkey Investments first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $2.43M in Q4 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Rinkey Investments reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Rinkey Investments sold 8,483 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $211K.
Rinkey Investments first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Rinkey Investments's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.43M in Q4 2022.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Rinkey Investments's 13F filing for Q4 2023, filed 12 Feb 2024.