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Cary Street Partners Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Cary Street Partners Asset Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$252K Buy
+11,397
New +$249K 0.03% 192

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AP
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cary Street Partners Asset Management opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2024: 11,397 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings.

126 funds tracked by Wall St. Rank hold IBTJ as of Q3 2024.

  • Cary Street Partners Asset Management held 11,397 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $252K as of Q3 2024.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Cary Street Partners Asset Management position in Q3 2024.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #192 holding.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2024.

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