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

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-42,663
Closed -$943K – 613
2024
Q3 		$943K Buy
+42,663
New +$932K 0.03% 376

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2024, closing a stake of 42,663 shares — an estimated $943K sold.

Cary Street Partners Investment Advisory first reported a position in IBTJ in Q3 2024 and held it in 1 quarter. The position peaked at $943K in Q3 2024. 144 funds tracked by Wall St. Rank hold IBTJ as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 42,663 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2024, an estimated $943K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $943K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2024.

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