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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,019
Closed -$212K – 616
2024
Q3 		$212K Buy
+9,019
New +$209K 0.01% 718

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2024, closing a stake of 9,019 shares — an estimated $212K sold.

Cary Street Partners Investment Advisory first reported a position in IBTM in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 67 funds tracked by Wall St. Rank hold IBTM as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 9,019 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2024, an estimated $212K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $212K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2024.

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