Sugarloaf Wealth Management’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Sugarloaf Wealth Management’s Portfolio IBTB Stock Details IBTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,945	Closed	-$101K	–	889
2022 Q3	$101K	Hold	3,945	–	–	0.03%	193
2022 Q2	$100K	Buy	+3,945	New	+$100K	0.03%	187

Other funds holding IBTB

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

Sugarloaf Wealth Management's IBTB Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 3,945 shares — an estimated $101K sold.

Sugarloaf Wealth Management first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $101K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

Sugarloaf Wealth Management reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 3,945 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $101K.
Sugarloaf Wealth Management first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
Sugarloaf Wealth Management's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $101K in Q3 2022.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.