Steward Partners Investment Advisory’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Steward Partners Investment Advisory’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	-5,189	Closed	-$129K	–	3610
2023 Q3	$129K	Sell	5,189 -5,711	-52%	-$141K	﹤0.01%	1463
2023 Q2	$270K	Buy	10,900 +8,893	+443%	+$220K	﹤0.01%	1163
2023 Q1	$49.8K	Buy	2,007 +794	+65%	+$19.6K	﹤0.01%	1864
2022 Q4	$30K	Buy	+1,213	New	+$30K	﹤0.01%	2045

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

Steward Partners Investment Advisory's IBTD Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 5,189 shares — an estimated $129K sold.

Steward Partners Investment Advisory first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $270K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,189 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $129K.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Steward Partners Investment Advisory's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $270K in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.