BHPW
IBTE

Beverly Hills Private Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Beverly Hills Private Wealth’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
-12,488
Closed -$299K – 368
2024
Q2 		$299K Sell
12,488
-6,011
-32% -$144K 0.07% 277
2024
Q1 		$443K Sell
18,499
-345
-2% -$8.25K 0.1% 215
2023
Q4 		$450K Sell
18,844
-644
-3% -$15.3K 0.12% 190
2023
Q3 		$465K Buy
+19,488
New +$464K 0.14% 157

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beverly Hills Private Wealth's IBTE Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2024, closing a stake of 12,488 shares — an estimated $299K sold.

Beverly Hills Private Wealth first reported a position in IBTE in Q3 2023 and held it in 4 quarters. The position peaked at $465K in Q3 2023. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,488 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $299K.
  • Beverly Hills Private Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $465K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.