SC
IBTD

Stephens Consulting’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Stephens Consulting’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
-306
Closed -$7.59K – 510
2023
Q3 		$7.59K Buy
306
+4
+1% +$99 ﹤0.01% 343
2023
Q2 		$7.5K Buy
302
+222
+278% +$5.5K ﹤0.01% 345
2023
Q1 		$1.99K Buy
+80
New +$1.98K ﹤0.01% 460

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stephens Consulting's IBTD Position: Q4 2023 in Review

Stephens Consulting sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 306 shares — an estimated $7.59K sold.

Stephens Consulting first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $7.59K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Stephens Consulting sold 306 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $7.59K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Stephens Consulting's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $7.59K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.