AP
IBTE

Americana Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Americana Partners’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 		– Sell
-12,863
Closed -$308K – 386
2024
Q2 		$308K Sell
12,863
-228,722
-95% -$5.47M 0.02% 287
2024
Q1 		$5.78M Buy
241,585
+49,893
+26% +$1.19M 0.48% 58
2023
Q4 		$4.6M Sell
191,692
-31,220
-14% -$744K 0.44% 68
2023
Q3 		$3.86M Buy
+222,912
New +$5.3M 0.42% 66

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

Americana Partners's IBTE Position: Q3 2024 in Review

Americana Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2024, closing a stake of 12,863 shares — an estimated $308K sold.

Americana Partners first reported a position in IBTE in Q3 2023 and held it in 4 quarters. The position peaked at $5.78M in Q1 2024. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • Americana Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Americana Partners sold 12,863 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $308K.
  • Americana Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 4 quarters.
  • Americana Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $5.78M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on Americana Partners's 13F filing for Q3 2024, filed 28 Oct 2024.