Tower Research Capital (TRC)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Tower Research Capital (TRC)’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	-466	Closed	-$11.6K	–	6296
2023 Q3	$11.6K	Buy	+466	New	+$11.5K	﹤0.01%	3980
2021 Q3	–	Sell	-25	Closed	-$1K	–	6324
2021 Q2	$1K	Buy	25 +6	+32%	+$154	﹤0.01%	5294
2021 Q1	$0	Buy	+19	New	+$488	﹤0.01%	5846

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Tower Research Capital (TRC)'s IBTD Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 466 shares — an estimated $11.6K sold.

Tower Research Capital (TRC) first reported a position in IBTD in Q1 2021 and held it in 3 quarters. The position peaked at $11.6K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Tower Research Capital (TRC) reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Tower Research Capital (TRC) sold 466 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $11.6K.
Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2021 and held it in 3 quarters.
Tower Research Capital (TRC)'s iShares iBonds Dec 2023 Term Treasury ETF position peaked at $11.6K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.