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CarsonAllaria Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

CarsonAllaria Wealth Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,078
Closed -$52.2K – 376
2024
Q3 		$52.2K Buy
+2,078
New +$51.4K 0.03% 125

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2024, closing a stake of 2,078 shares — an estimated $52.2K sold.

CarsonAllaria Wealth Management first reported a position in IBTO in Q3 2024 and held it in 1 quarter. The position peaked at $52.2K in Q3 2024. 57 funds tracked by Wall St. Rank hold IBTO as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 2,078 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2024, an estimated $52.2K.
  • CarsonAllaria Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $52.2K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2024.

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