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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Winch Advisory Services's IBTD Position: Q4 2023 in Review

Winch Advisory Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 10,938 shares — an estimated $271K sold.

Winch Advisory Services first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $310K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Winch Advisory Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 10,938 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $271K.
Winch Advisory Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Winch Advisory Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $310K in Q4 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.