APA
IBTE

American Portfolios Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$608K Hold
25,372
– – 0.03% 576
2022
Q2 		$620K Buy
25,372
+825
+3% +$20.2K 0.03% 577
2022
Q1 		$605K Buy
24,547
+155
+0.6% +$3.88K 0.02% 660
2021
Q4 		$621K Buy
+24,392
New +$623K 0.02% 647

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

American Portfolios Advisors's IBTE Position: Q3 2022 in Review

American Portfolios Advisors held its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) position steady in Q3 2022 at 25,372 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #576.

American Portfolios Advisors first reported a position in IBTE in Q4 2021 and has held it in 4 quarters since. The position peaked at $621K in Q4 2021. 89 funds tracked by Wall St. Rank hold IBTE as of Q3 2022.

  • American Portfolios Advisors held 25,372 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $608K as of Q3 2022.
  • American Portfolios Advisors left its iShares iBonds Dec 2024 Term Treasury ETF share count unchanged in Q3 2022.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #576 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $621K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.