UCIG
IBTD

Ulrich Consultants & Investment Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$251K Hold
10,113
– – 0.61% 21
2023
Q1 		$251K Hold
10,113
– – 0.52% 21
2022
Q4 		$250K Buy
+10,113
New +$250K 0.56% 19

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ulrich Consultants & Investment Group's IBTD Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) position steady in Q2 2023 at 10,113 shares worth $251K. The position accounts for 0.61% of the portfolio, ranked #21.

Ulrich Consultants & Investment Group first reported a position in IBTD in Q4 2022 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • Ulrich Consultants & Investment Group held 10,113 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $251K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its iShares iBonds Dec 2023 Term Treasury ETF share count unchanged in Q2 2023.
  • iShares iBonds Dec 2023 Term Treasury ETF made up 0.61% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #21 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.