AssetMark Inc
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AssetMark Inc’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

AssetMark Inc’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-155
Closed -$3.52K – 2171
2024
Q1 		$3.52K Buy
+155
New +$3.53K ﹤0.01% 1511

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc's IBTG Position: Q2 2024 in Review

AssetMark Inc sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2024, closing a stake of 155 shares — an estimated $3.52K sold.

AssetMark Inc first reported a position in IBTG in Q1 2024 and held it in 1 quarter. The position peaked at $3.52K in Q1 2024. 189 funds tracked by Wall St. Rank hold IBTG as of Q2 2024.

  • AssetMark Inc reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • AssetMark Inc sold 155 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2024, an estimated $3.52K.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • AssetMark Inc's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.52K in Q1 2024.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2024.

Based on AssetMark Inc's 13F filing for Q2 2024, filed 13 Aug 2024.