Wells Fargo
IBTD

Wells Fargo’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Wells Fargo’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
-2,137,249
Closed -$53M – 7765
2023
Q3 		$53M Sell
2,137,249
-1,259,084
-37% -$31.2M 0.02% 656
2023
Q2 		$84.3M Buy
3,396,333
+369,358
+12% +$9.14M 0.02% 510
2023
Q1 		$75.1M Buy
3,026,975
+651,272
+27% +$16.1M 0.02% 535
2022
Q4 		$58.7M Buy
2,375,703
+1,316,514
+124% +$32.5M 0.02% 619
2022
Q3 		$26.2M Buy
1,059,189
+524,967
+98% +$13.1M 0.01% 931
2022
Q2 		$13.3M Buy
534,222
+532,022
+24,183% +$13.3M ﹤0.01% 1374
2022
Q1 		$55K Buy
+2,200
New +$55.6K ﹤0.01% 5612

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return