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H.L. Ormond & Company’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

H.L. Ormond & Company’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.28M Buy
65,392
+48,648
+291% +$1.01M 2.06% 6
2022
Q2 		$349K Buy
+16,744
New +$350K 0.57% 69

Other funds holding IBTK

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

H.L. Ormond & Company's IBTK Position: Q3 2022 in Review

H.L. Ormond & Company increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 291% in Q3 2022, buying an estimated $1.01M and bringing the position to 65,392 shares worth $1.28M. The position accounts for 2.06% of the portfolio, ranked #6.

H.L. Ormond & Company first reported a position in IBTK in Q2 2022 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold IBTK as of Q3 2022.

  • H.L. Ormond & Company held 65,392 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.28M as of Q3 2022.
  • H.L. Ormond & Company bought 48,648 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2022, an estimated $1.01M.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 2.06% of H.L. Ormond & Company's portfolio in Q3 2022, its #6 holding.
  • H.L. Ormond & Company first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2022 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.