Scissortail Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Scissortail Wealth Management’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	-32,941	Closed	-$816K	–	162
2023 Q3	$816K	Buy	32,941 +1,336	+4%	+$33.1K	0.64%	30
2023 Q2	$783K	Buy	31,605 +2,179	+7%	+$53.9K	0.64%	28
2023 Q1	$730K	Buy	+29,426	New	+$728K	0.66%	32

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

Scissortail Wealth Management's IBTD Position: Q4 2023 in Review

Scissortail Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 32,941 shares — an estimated $816K sold.

Scissortail Wealth Management first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $816K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Scissortail Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Scissortail Wealth Management sold 32,941 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $816K.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Scissortail Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $816K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Scissortail Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.