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Cary Street Partners Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Cary Street Partners Asset Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$294K Buy
+13,055
New +$291K 0.04% 185

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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cary Street Partners Asset Management opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2024: 13,055 shares worth $294K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings.

143 funds tracked by Wall St. Rank hold IBTI as of Q3 2024.

  • Cary Street Partners Asset Management held 13,055 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $294K as of Q3 2024.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Cary Street Partners Asset Management position in Q3 2024.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #185 holding.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2024.

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