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

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-43,292
Closed -$974K – 612
2024
Q3 		$974K Buy
43,292
+24,920
+136% +$555K 0.04% 371
2024
Q2 		$401K Buy
+18,372
New +$399K 0.02% 523

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBTI Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2024, closing a stake of 43,292 shares — an estimated $974K sold.

Cary Street Partners Investment Advisory first reported a position in IBTI in Q2 2024 and held it in 2 quarters. The position peaked at $974K in Q3 2024. 166 funds tracked by Wall St. Rank hold IBTI as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 43,292 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2024, an estimated $974K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $974K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.