Robbins Farley’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Robbins Farley’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	-1,289	Closed	-$32K	–	200
2023 Q3	$32K	Buy	1,289 +485	+60%	+$12K	0.02%	84
2023 Q2	$19.9K	Sell	804 -485	-38%	-$12K	0.01%	91
2023 Q1	$32K	Hold	1,289	–	–	0.02%	85
2022 Q4	$31.8K	Buy	+1,289	New	+$31.9K	0.02%	80

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

Robbins Farley's IBTD Position: Q4 2023 in Review

Robbins Farley sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,289 shares — an estimated $32K sold.

Robbins Farley first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $32K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Robbins Farley reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Robbins Farley sold 1,289 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $32K.
Robbins Farley first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Robbins Farley's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $32K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Robbins Farley's 13F filing for Q4 2023, filed 1 Feb 2024.