CTA
IBTE

Chesley Taft & Associates’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Chesley Taft & Associates’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
-16,300
Closed -$390K – 318
2024
Q1 		$390K Sell
16,300
-7,000
-30% -$167K 0.02% 263
2023
Q4 		$556K Buy
23,300
+3,100
+15% +$73.9K 0.03% 229
2023
Q3 		$482K Buy
20,200
+2,000
+11% +$47.6K 0.03% 226
2023
Q2 		$433K Buy
18,200
+3,000
+20% +$71.6K 0.03% 236
2023
Q1 		$365K Buy
15,200
+3,000
+25% +$71.7K 0.02% 247
2022
Q4 		$291K Buy
+12,200
New +$291K 0.02% 261

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

Chesley Taft & Associates's IBTE Position: Q2 2024 in Review

Chesley Taft & Associates sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2024, closing a stake of 16,300 shares — an estimated $390K sold.

Chesley Taft & Associates first reported a position in IBTE in Q4 2022 and held it in 6 quarters. The position peaked at $556K in Q4 2023. 290 funds tracked by Wall St. Rank hold IBTE as of Q2 2024.

  • Chesley Taft & Associates reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Chesley Taft & Associates sold 16,300 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2024, an estimated $390K.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 6 quarters.
  • Chesley Taft & Associates's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $556K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2024.

Based on Chesley Taft & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.