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Cary Street Partners Asset Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cary Street Partners Asset Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$295K Buy
+13,029
New +$292K 0.04% 184

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CIM
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cary Street Partners Asset Management's IBTH Position: Q3 2024 in Review

Cary Street Partners Asset Management opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2024: 13,029 shares worth $295K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings.

192 funds tracked by Wall St. Rank hold IBTH as of Q3 2024.

  • Cary Street Partners Asset Management held 13,029 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $295K as of Q3 2024.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Cary Street Partners Asset Management position in Q3 2024.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #184 holding.
  • 192 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.