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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,890
Closed -$227K – 615
2024
Q3 		$227K Buy
+10,890
New +$224K 0.01% 692

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q4 2024, closing a stake of 10,890 shares — an estimated $227K sold.

Cary Street Partners Investment Advisory first reported a position in IBTL in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 76 funds tracked by Wall St. Rank hold IBTL as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 10,890 iShares iBonds Dec 2031 Term Treasury ETF shares in Q4 2024, an estimated $227K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $227K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q4 2024.

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