Truist Financial
IBTD

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

Truist Financial’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
-300,454
Closed -$7.46M – 2744
2023
Q3 		$7.46M Buy
300,454
+38,815
+15% +$961K 0.01% 684
2023
Q2 		$6.49M Buy
261,639
+24,794
+10% +$614K 0.01% 741
2023
Q1 		$5.88M Buy
+236,845
New +$5.86M 0.01% 768

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

Truist Financial's IBTD Position: Q4 2023 in Review

Truist Financial sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 300,454 shares — an estimated $7.46M sold.

Truist Financial first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $7.46M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Truist Financial reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 300,454 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $7.46M.
  • Truist Financial first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Truist Financial's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $7.46M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.