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 – 254
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

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