UCB
IBTD

United Community Bank’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

United Community Bank’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
-44,000
Closed -$1.09M – 372
2023
Q3 		$1.09M Hold
44,000
– – 0.54% 52
2023
Q2 		$1.09M Hold
44,000
– – 0.96% 29
2023
Q1 		$1.09M Hold
44,000
– – 1.03% 28
2022
Q4 		$1.09M Hold
44,000
– – 1.05% 26
2022
Q3 		$1.09M Sell
44,000
-20
-0% -$497 1.14% 26
2022
Q2 		$1.1M Buy
+44,020
New +$1.1M 1.18% 27

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

United Community Bank's IBTD Position: Q4 2023 in Review

United Community Bank sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 44,000 shares — an estimated $1.09M sold.

United Community Bank first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $1.1M in Q2 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • United Community Bank reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • United Community Bank sold 44,000 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.09M.
  • United Community Bank first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • United Community Bank's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.1M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on United Community Bank's 13F filing for Q4 2023, filed 13 Feb 2024.