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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,834
Closed -$658K – 614
2024
Q3 		$658K Buy
+32,834
New +$650K 0.02% 443

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2024, closing a stake of 32,834 shares — an estimated $658K sold.

Cary Street Partners Investment Advisory first reported a position in IBTK in Q3 2024 and held it in 1 quarter. The position peaked at $658K in Q3 2024. 114 funds tracked by Wall St. Rank hold IBTK as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 32,834 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2024, an estimated $658K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $658K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2024.

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