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IBTDIBTD
5 quarters

Position history for WAWealthspire Advisors, LLC's holdings in iShares iBonds Dec 2023 Term Tr

Wealthspire Advisors, LLC previously held 0 shares of IBTD (iShares iBonds Dec 2023 Term Tr), worth $0 as of 2023-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$1.9M

Total Shares Change

-78,461

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2023-Q4
Latest
Exited
0
-100.0%
$00.0%$24.67
0
2023-Q3
Decreased
115,268
-3.8%
$2.9M0.0%$24.50
0
2023-Q2
Decreased
119,806
-7.1%
$3M0.0%$24.18
0
2023-Q1
Increased
128,940
+64.3%
$3.2M0.1%$23.93
39
2022-Q4
New
78,461
-
$1.9M0.0%$23.67
36

Other major holders of IBTD: CAPTRUST FINANCIAL ADVISORS, Rockefeller Capital Management L.P.

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