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 $109B AUM 21.36% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return