SHFP
IBTD

Second Half Financial Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Second Half Financial 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
Q3 		– Sell
-19,801
Closed -$491K – 155
2023
Q2 		$491K Buy
+19,801
New +$490K 0.11% 106

Other funds holding IBTD

CAPTRUST Financial Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Second Half Financial Partners's IBTD Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2023, closing a stake of 19,801 shares — an estimated $491K sold.

Second Half Financial Partners first reported a position in IBTD in Q2 2023 and held it in 1 quarter. The position peaked at $491K in Q2 2023. 212 funds tracked by Wall St. Rank hold IBTD as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 19,801 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2023, an estimated $491K.
  • Second Half Financial Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $491K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.