AJ Wealth Strategies’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

AJ Wealth Strategies’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 Q2	–	Sell	-31,000	Closed	-$744K	–	306
2023 Q1	$744K	Sell	31,000 -1,008	-3%	-$24.1K	0.04%	145
2022 Q4	$763K	Hold	32,008	–	–	0.04%	154
2022 Q3	$767K	Hold	32,008	–	–	0.04%	147
2022 Q2	$782K	Buy	+32,008	New	+$784K	0.04%	148

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

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

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

CWM

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

AJ Wealth Strategies's IBTE Position: Q2 2023 in Review

AJ Wealth Strategies sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2023, closing a stake of 31,000 shares — an estimated $744K sold.

AJ Wealth Strategies first reported a position in IBTE in Q2 2022 and held it in 4 quarters. The position peaked at $782K in Q2 2022. 215 funds tracked by Wall St. Rank hold IBTE as of Q2 2023.

AJ Wealth Strategies reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
AJ Wealth Strategies sold 31,000 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2023, an estimated $744K.
AJ Wealth Strategies first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 4 quarters.
AJ Wealth Strategies's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $782K in Q2 2022.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.