RHP
IBTD

Royal Harbor Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Royal Harbor Partners’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
-135,354
Closed -$3.36M – 54
2023
Q3 		$3.36M Sell
135,354
-8,328
-6% -$206K 1.75% 17
2023
Q2 		$3.56M Buy
143,682
+22,395
+18% +$554K 1.75% 19
2023
Q1 		$3.01M Buy
121,287
+20,832
+21% +$515K 1.62% 22
2022
Q4 		$2.48M Buy
100,455
+9,978
+11% +$247K 1.53% 16
2022
Q3 		$2.24M Buy
+90,477
New +$2.25M 1.53% 17

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Royal Harbor Partners's IBTD Position: Q4 2023 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 135,354 shares — an estimated $3.36M sold.

Royal Harbor Partners first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $3.56M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Royal Harbor Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Royal Harbor Partners sold 135,354 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $3.36M.
  • Royal Harbor Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Royal Harbor Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $3.56M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Royal Harbor Partners's 13F filing for Q4 2023, filed 8 Feb 2024.