Wealthspire Advisors (New York)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Wealthspire Advisors (New York)’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	-115,268	Closed	-$2.86M	–	663
2023 Q3	$2.86M	Sell	115,268 -4,538	-4%	-$112K	0.05%	135
2023 Q2	$2.97M	Sell	119,806 -9,134	-7%	-$226K	0.05%	121
2023 Q1	$3.2M	Buy	128,940 +50,479	+64%	+$1.25M	0.05%	116
2022 Q4	$1.94M	Buy	+78,461	New	+$1.94M	0.04%	158

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

Wealthspire Advisors (New York)'s IBTD Position: Q4 2023 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 115,268 shares — an estimated $2.86M sold.

Wealthspire Advisors (New York) first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $3.2M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 115,268 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.86M.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2023 Term Treasury ETF position peaked at $3.2M in Q1 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2023, filed 7 Feb 2024.