APS
IBTE

American Planning Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

American Planning Services’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
2024
Q3 		$416K Sell
17,349
-83
-0.5% -$1.99K 0.33% 36
2024
Q2 		$418K Sell
17,432
-521
-3% -$12.5K 0.29% 35
2024
Q1 		$430K Buy
17,953
+2,568
+17% +$61.4K 0.31% 26
2023
Q4 		$367K Buy
+15,385
New +$367K 0.28% 23

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Planning Services's IBTE Position: Q3 2024 in Review

American Planning Services reduced its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) stake by 0.48% in Q3 2024, selling an estimated $1.99K and leaving 17,349 shares worth $416K. The position accounts for 0.33% of the portfolio, ranked #36.

American Planning Services first reported a position in IBTE in Q4 2023 and has held it in 4 quarters since. The position peaked at $430K in Q1 2024. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • American Planning Services held 17,349 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $416K as of Q3 2024.
  • American Planning Services sold 83 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $1.99K.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.33% of American Planning Services's portfolio in Q3 2024, its #36 holding.
  • American Planning Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and has held it in 4 quarters since.
  • American Planning Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $430K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.