SIM
IBTD

Studio Investment Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Studio Investment 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
-33,426
Closed -$830K – 253
2023
Q3 		$830K Sell
33,426
-131,328
-80% -$3.25M 0.23% 68
2023
Q2 		$4.09M Sell
164,754
-216,131
-57% -$5.35M 1.14% 23
2023
Q1 		$9.45M Buy
380,885
+34,682
+10% +$858K 2.85% 7
2022
Q4 		$8.55M Buy
346,203
+35,163
+11% +$869K 2.77% 7
2022
Q3 		$7.7M Buy
+311,040
New +$7.73M 2.77% 7

Other funds holding IBTD

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

Studio Investment Management's IBTD Position: Q4 2023 in Review

Studio Investment Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 33,426 shares — an estimated $830K sold.

Studio Investment Management first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $9.45M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Studio Investment Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Studio Investment Management sold 33,426 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $830K.
  • Studio Investment Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Studio Investment Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $9.45M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Studio Investment Management's 13F filing for Q4 2023, filed 16 Feb 2024.