HWMA
IBTE

Heritage Wealth Management (Arizona)’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Heritage Wealth Management (Arizona)’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 		$654K Buy
+27,406
New +$654K 0.09% 156

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

Heritage Wealth Management (Arizona)'s IBTE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2022: 27,406 shares worth $654K. The stake represents 0.09% of the portfolio and ranks #156 among its holdings.

168 funds tracked by Wall St. Rank hold IBTE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 27,406 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $654K as of Q4 2022.
  • iShares iBonds Dec 2024 Term Treasury ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #156 holding.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.