SS
IBTD

Sunbelt Securities’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Sunbelt Securities’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
-195
Closed -$4.84K – 1809
2023
Q3 		$4.84K Hold
195
– – ﹤0.01% 1318
2023
Q2 		$4.84K Hold
195
– – ﹤0.01% 1327
2023
Q1 		$4.84K Buy
+195
New +$4.82K ﹤0.01% 1302

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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sunbelt Securities's IBTD Position: Q4 2023 in Review

Sunbelt Securities sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 195 shares — an estimated $4.84K sold.

Sunbelt Securities first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $4.84K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Sunbelt Securities reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 195 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $4.84K.
  • Sunbelt Securities first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $4.84K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.