Tyler-Stone Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Tyler-Stone Wealth Management’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	-669	Closed	-$17K	–	994
2023 Q3	$17K	Buy	669 +8	+1%	+$198	0.01%	516
2023 Q2	$16K	Buy	+661	New	+$16.4K	0.01%	525
2022 Q4	$16K	Buy	+650	New	+$16.1K	0.01%	483

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

Tyler-Stone Wealth Management's IBTD Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 669 shares — an estimated $17K sold.

Tyler-Stone Wealth Management first reported a position in IBTD in Q4 2022 and held it in 3 quarters. The position peaked at $17K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 669 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $17K.
Tyler-Stone Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 3 quarters.
Tyler-Stone Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $17K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.