True Link Financial Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

True Link Financial Advisors’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	-30,130	Closed	-$748K	–	113
2023 Q3	$748K	Buy	30,130 +3,537	+13%	+$87.6K	0.09%	64
2023 Q2	$660K	Sell	26,593 -8,536	-24%	-$211K	0.08%	68
2023 Q1	$872K	Buy	+35,129	New	+$869K	0.11%	63

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

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

True Link Financial Advisors's IBTD Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 30,130 shares — an estimated $748K sold.

True Link Financial Advisors first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $872K in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

True Link Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 30,130 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $748K.
True Link Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
True Link Financial Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $872K in Q1 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.