Adroit Compliance’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Adroit Compliance’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 Q4	$1.27M	Buy	+53,042	New	+$1.26M	0.26%	33

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Adroit Compliance's IBTE Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2023: 53,042 shares worth $1.27M. The stake represents 0.26% of the portfolio and ranks #33 among its holdings.

277 funds tracked by Wall St. Rank hold IBTE as of Q4 2023.

Adroit Compliance held 53,042 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $1.27M as of Q4 2023.
iShares iBonds Dec 2024 Term Treasury ETF was a new Adroit Compliance position in Q4 2023.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.26% of Adroit Compliance's portfolio in Q4 2023, its #33 holding.
277 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.