Bank Julius Baer & Co’s iShares iBonds Dec 2021 Term Treasury ETF IBTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,294
Closed -$33K 920
2021
Q3
$33K Buy
+1,294
New +$32.8K ﹤0.01% 717
2021
Q2
Sell
-10,026
Closed -$254K 890
2021
Q1
$254K Buy
+10,026
New +$254K ﹤0.01% 523

Bank Julius Baer & Co's IBTA Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of iShares iBonds Dec 2021 Term Treasury ETF (IBTA) in Q4 2021, closing a stake of 1,294 shares — an estimated $33K sold.

Bank Julius Baer & Co first reported a position in IBTA in Q1 2021 and held it in 2 quarters. The position peaked at $254K in Q1 2021. 0 funds tracked by Wall St. Rank hold IBTA as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining iShares iBonds Dec 2021 Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,294 iShares iBonds Dec 2021 Term Treasury ETF shares in Q4 2021, an estimated $33K.
  • Bank Julius Baer & Co first reported a position in iShares iBonds Dec 2021 Term Treasury ETF in Q1 2021 and held it in 2 quarters.
  • Bank Julius Baer & Co's iShares iBonds Dec 2021 Term Treasury ETF position peaked at $254K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Treasury ETF as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.