ANBTV
IBTO icon

American National Bank & Trust (Virginia)’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

American National Bank & Trust (Virginia)’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.18M Buy
+48,723
New +$1.19M 0.28% 68

Other funds holding IBTO

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American National Bank & Trust (Virginia)'s IBTO Position: Q1 2024 in Review

American National Bank & Trust (Virginia) opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2024: 48,723 shares worth $1.18M. The stake represents 0.28% of the portfolio and ranks #68 among its holdings.

42 funds tracked by Wall St. Rank hold IBTO as of Q1 2024.

  • American National Bank & Trust (Virginia) held 48,723 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.18M as of Q1 2024.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new American National Bank & Trust (Virginia) position in Q1 2024.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.28% of American National Bank & Trust (Virginia)'s portfolio in Q1 2024, its #68 holding.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2024.

Based on American National Bank & Trust (Virginia)'s 13F filing for Q1 2024, filed 19 Apr 2024.