Arlington Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Arlington Capital Management’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 Q4	–	Sell	-19,080	Closed	-$455K	–	146
2023 Q3	$455K	Buy	19,080 +17	+0.1%	+$404	0.48%	32
2023 Q2	$454K	Buy	+19,063	New	+$455K	0.39%	47

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

CWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Arlington Capital Management's IBTE Position: Q4 2023 in Review

Arlington Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2023, closing a stake of 19,080 shares — an estimated $455K sold.

Arlington Capital Management first reported a position in IBTE in Q2 2023 and held it in 2 quarters. The position peaked at $455K in Q3 2023. 277 funds tracked by Wall St. Rank hold IBTE as of Q4 2023.

Arlington Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Arlington Capital Management sold 19,080 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2023, an estimated $455K.
Arlington Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
Arlington Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $455K in Q3 2023.
277 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2023.

Based on Arlington Capital Management's 13F filing for Q4 2023, filed 7 Feb 2024.