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CarsonAllaria Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

CarsonAllaria Wealth Management’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
Q4 		– Sell
-1,232
Closed -$28.4K – 373
2024
Q3 		$28.4K Buy
+1,232
New +$28.2K 0.02% 174

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CarsonAllaria Wealth Management's IBTG Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2024, closing a stake of 1,232 shares — an estimated $28.4K sold.

CarsonAllaria Wealth Management first reported a position in IBTG in Q3 2024 and held it in 1 quarter. The position peaked at $28.4K in Q3 2024. 247 funds tracked by Wall St. Rank hold IBTG as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,232 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2024, an estimated $28.4K.
  • CarsonAllaria Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $28.4K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.