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TMD Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

TMD Wealth Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-240,191
Closed -$5.97M – 60
2023
Q4 		$5.97M Buy
+240,191
New +$5.71M 1.55% 17

Other funds holding IBTO

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TMD Wealth Management's IBTO Position: Q1 2024 in Review

TMD Wealth Management sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2024, closing a stake of 240,191 shares — an estimated $5.97M sold.

TMD Wealth Management first reported a position in IBTO in Q4 2023 and held it in 1 quarter. The position peaked at $5.97M in Q4 2023. 42 funds tracked by Wall St. Rank hold IBTO as of Q1 2024.

  • TMD Wealth Management reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • TMD Wealth Management sold 240,191 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2024, an estimated $5.97M.
  • TMD Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • TMD Wealth Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $5.97M in Q4 2023.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2024.

Based on TMD Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.