WAS
IBTD

Winch Advisory Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Winch Advisory Services’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
-10,938
Closed -$271K – 466
2023
Q3 		$271K Sell
10,938
-126
-1% -$3.12K 0.1% 70
2023
Q2 		$275K Sell
11,064
-1,230
-10% -$30.5K 0.1% 69
2023
Q1 		$305K Sell
12,294
-271
-2% -$6.7K 0.12% 66
2022
Q4 		$310K Buy
+12,565
New +$311K 0.13% 67

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