9WM
IBTE

9258 Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

9258 Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,403
Closed -$200K – 338
2022
Q4 		$200K Hold
8,403
– – 0.04% 312
2022
Q3 		$201K Buy
+8,403
New +$204K 0.05% 304

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

9258 Wealth Management's IBTE Position: Q1 2023 in Review

9258 Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2023, closing a stake of 8,403 shares — an estimated $200K sold.

9258 Wealth Management first reported a position in IBTE in Q3 2022 and held it in 2 quarters. The position peaked at $201K in Q3 2022. 203 funds tracked by Wall St. Rank hold IBTE as of Q1 2023.

  • 9258 Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 8,403 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2023, an estimated $200K.
  • 9258 Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 2 quarters.
  • 9258 Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $201K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2023.

Based on 9258 Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.