CPO
IBTE

Cerity Partners OCIO’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cerity Partners OCIO’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
2022
Q4 		$797K Buy
33,407
+6,645
+25% +$159K 0.03% 270
2022
Q3 		$641K Buy
26,762
+10,669
+66% +$259K 0.02% 289
2022
Q2 		$393K Buy
+16,093
New +$394K 0.01% 330

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners OCIO's IBTE Position: Q4 2022 in Review

Cerity Partners OCIO increased its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) stake by 25% in Q4 2022, buying an estimated $159K and bringing the position to 33,407 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #270.

Cerity Partners OCIO first reported a position in IBTE in Q2 2022 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IBTE as of Q4 2022.

  • Cerity Partners OCIO held 33,407 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $797K as of Q4 2022.
  • Cerity Partners OCIO bought 6,645 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2022, an estimated $159K.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.03% of Cerity Partners OCIO's portfolio in Q4 2022, its #270 holding.
  • Cerity Partners OCIO first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.