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Royal Harbor Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Royal Harbor Partners’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
2023
Q3 		– Sell
-158,674
Closed -$3.51M – 56
2023
Q2 		$3.51M Buy
158,674
+21,276
+15% +$479K 1.72% 21
2023
Q1 		$3.11M Buy
137,398
+29,930
+28% +$672K 1.67% 20
2022
Q4 		$2.39M Buy
107,468
+8,546
+9% +$190K 1.48% 23
2022
Q3 		$2.19M Buy
+98,922
New +$2.27M 1.5% 23

Other funds holding IBTH

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Royal Harbor Partners's IBTH Position: Q3 2023 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2023, closing a stake of 158,674 shares — an estimated $3.51M sold.

Royal Harbor Partners first reported a position in IBTH in Q3 2022 and held it in 4 quarters. The position peaked at $3.51M in Q2 2023. 86 funds tracked by Wall St. Rank hold IBTH as of Q3 2023.

  • Royal Harbor Partners reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Royal Harbor Partners sold 158,674 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2023, an estimated $3.51M.
  • Royal Harbor Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2022 and held it in 4 quarters.
  • Royal Harbor Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.51M in Q2 2023.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.