CBFP
IBTE

Cedar Brook Financial Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cedar Brook Financial Partners’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,109
Closed -$290K – 436
2024
Q1 		$290K Buy
12,109
+89
+0.7% +$2.13K 0.06% 322
2023
Q4 		$287K Buy
+12,020
New +$286K 0.06% 303

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cedar Brook Financial Partners's IBTE Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2024, closing a stake of 12,109 shares — an estimated $290K sold.

Cedar Brook Financial Partners first reported a position in IBTE in Q4 2023 and held it in 2 quarters. The position peaked at $290K in Q1 2024. 290 funds tracked by Wall St. Rank hold IBTE as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 12,109 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2024, an estimated $290K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $290K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.