T
IBTD

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

TCWP’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
2022
Q4 		– Sell
-10,649
Closed -$263K – 301
2022
Q3 		$263K Buy
+10,649
New +$265K 0.06% 219

Other funds holding IBTD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCWP's IBTD Position: Q4 2022 in Review

TCWP sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2022, closing a stake of 10,649 shares — an estimated $263K sold.

TCWP first reported a position in IBTD in Q3 2022 and held it in 1 quarter. The position peaked at $263K in Q3 2022. 172 funds tracked by Wall St. Rank hold IBTD as of Q4 2022.

  • TCWP reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 10,649 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2022, an estimated $263K.
  • TCWP first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • TCWP's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $263K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.