IAIM
IBTE

International Assets Investment Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

International Assets Investment Management’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
Q3 		– Sell
-17,875
Closed -$429K – 2712
2024
Q2 		$429K Hold
17,875
– – 0.04% 419
2024
Q1 		$426K Sell
17,875
-2,200
-11% -$52.6K 0.04% 409
2023
Q4 		$479K Buy
+20,075
New +$478K 0.06% 359

Other funds holding IBTE

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
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

International Assets Investment Management's IBTE Position: Q3 2024 in Review

International Assets Investment Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2024, closing a stake of 17,875 shares — an estimated $429K sold.

International Assets Investment Management first reported a position in IBTE in Q4 2023 and held it in 3 quarters. The position peaked at $479K in Q4 2023. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • International Assets Investment Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 17,875 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $429K.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • International Assets Investment Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $479K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.