Austin Private Wealth’s iShares iBonds Oct 2024 Term TIPS ETF IBIA Stock Holding History

Austin Private Wealth’s Portfolio IBIA Stock Details IBIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,330	Closed	-$262K	–	321
2024 Q3	$262K	Hold	10,330	–	–	0.03%	218
2024 Q2	$265K	Sell	10,330 -358	-3%	-$9.12K	0.03%	193
2024 Q1	$270K	Hold	10,688	–	–	0.03%	190
2023 Q4	$268K	Buy	+10,688	New	+$269K	0.03%	165

Austin Private Wealth's IBIA Position: Q4 2024 in Review

Austin Private Wealth sold out of iShares iBonds Oct 2024 Term TIPS ETF (IBIA) in Q4 2024, closing a stake of 10,330 shares — an estimated $262K sold.

Austin Private Wealth first reported a position in IBIA in Q4 2023 and held it in 4 quarters. The position peaked at $270K in Q1 2024. 0 funds tracked by Wall St. Rank hold IBIA as of Q4 2024.

Austin Private Wealth reported no remaining iShares iBonds Oct 2024 Term TIPS ETF position as of Q4 2024 after selling out during the quarter.
Austin Private Wealth sold 10,330 iShares iBonds Oct 2024 Term TIPS ETF shares in Q4 2024, an estimated $262K.
Austin Private Wealth first reported a position in iShares iBonds Oct 2024 Term TIPS ETF in Q4 2023 and held it in 4 quarters.
Austin Private Wealth's iShares iBonds Oct 2024 Term TIPS ETF position peaked at $270K in Q1 2024.
0 funds tracked by Wall St. Rank held iShares iBonds Oct 2024 Term TIPS ETF as of Q4 2024.

Based on Austin Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.