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CarsonAllaria Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

CarsonAllaria Wealth Management’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,902
Closed -$115K – 377
2024
Q3 		$115K Buy
+4,902
New +$113K 0.07% 97

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2024, closing a stake of 4,902 shares — an estimated $115K sold.

CarsonAllaria Wealth Management first reported a position in IBTM in Q3 2024 and held it in 1 quarter. The position peaked at $115K in Q3 2024. 67 funds tracked by Wall St. Rank hold IBTM as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 4,902 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2024, an estimated $115K.
  • CarsonAllaria Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $115K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2024.

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