VWA
IBTD

Visionary Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Visionary Wealth 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
2021
Q3 		– Sell
-15,185
Closed -$389K – 355
2021
Q2 		$389K Buy
15,185
+1,742
+13% +$44.7K 0.04% 230
2021
Q1 		$345K Buy
+13,443
New +$345K 0.04% 233

Other funds holding IBTD

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Visionary Wealth Advisors's IBTD Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2021, closing a stake of 15,185 shares — an estimated $389K sold.

Visionary Wealth Advisors first reported a position in IBTD in Q1 2021 and held it in 2 quarters. The position peaked at $389K in Q2 2021. 13 funds tracked by Wall St. Rank hold IBTD as of Q3 2021.

  • Visionary Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,185 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2021, an estimated $389K.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2021 and held it in 2 quarters.
  • Visionary Wealth Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $389K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.