SB
IBTD

Strategic Blueprint’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Strategic Blueprint’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
-741,676
Closed -$18.4M – 593
2023
Q3 		$18.4M Sell
741,676
-16,227
-2% -$402K 1.7% 9
2023
Q2 		$18.8M Buy
757,903
+182,439
+32% +$4.52M 1.79% 8
2023
Q1 		$14.3M Buy
575,464
+187,234
+48% +$4.63M 1.47% 10
2022
Q4 		$9.59M Buy
388,230
+77,185
+25% +$1.91M 1.11% 16
2022
Q3 		$7.71M Buy
311,045
+46,954
+18% +$1.17M 0.92% 16
2022
Q2 		$6.58M Buy
264,091
+251,368
+1,976% +$6.29M 0.81% 18
2022
Q1 		$319K Buy
+12,723
New +$322K 0.04% 374

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 $4.82B AUM 20.19% 1-Year Est. Return