SWM
IBTD

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

Spire 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
-1,350
Closed -$33.5K – 2490
2023
Q3 		$33.5K Sell
1,350
-2,015
-60% -$49.9K ﹤0.01% 1316
2023
Q2 		$83.5K Hold
3,365
– – ﹤0.01% 1024
2023
Q1 		$83.5K Buy
3,365
+2,015
+149% +$49.9K ﹤0.01% 1022
2022
Q4 		$33K Buy
+1,350
New +$33.4K ﹤0.01% 1160

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

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

Spire Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,350 shares — an estimated $33.5K sold.

Spire Wealth Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $83.5K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Spire Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,350 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $33.5K.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Spire Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $83.5K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.