SAM
IBTD

Summit Asset Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Summit Asset 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
-15,920
Closed -$395K – 157
2023
Q3 		$395K Hold
15,920
– – 0.11% 96
2023
Q2 		$395K Hold
15,920
– – 0.1% 97
2023
Q1 		$395K Sell
15,920
-1,215
-7% -$30.1K 0.11% 97
2022
Q4 		$423K Buy
+17,135
New +$423K 0.12% 89

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