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InterOcean Capital Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

InterOcean Capital Group’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.02M Buy
271,862
+32,544
+14% +$723K 0.14% 101
2023
Q4 		$5.36M Buy
+239,318
New +$5.26M 0.14% 99

Other funds holding IBTH

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

InterOcean Capital Group's IBTH Position: Q1 2024 in Review

InterOcean Capital Group increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 14% in Q1 2024, buying an estimated $723K and bringing the position to 271,862 shares worth $6.02M. The position accounts for 0.14% of the portfolio, ranked #101.

InterOcean Capital Group first reported a position in IBTH in Q4 2023 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold IBTH as of Q1 2024.

  • InterOcean Capital Group held 271,862 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $6.02M as of Q1 2024.
  • InterOcean Capital Group bought 32,544 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2024, an estimated $723K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.14% of InterOcean Capital Group's portfolio in Q1 2024, its #101 holding.
  • InterOcean Capital Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.