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InterOcean Capital Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

InterOcean Capital Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$22.2M Buy
1,009,848
+558,368
+124% +$12.3M 0.53% 52
2023
Q4 		$10M Buy
+451,480
New +$9.79M 0.27% 79

Other funds holding IBTI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

InterOcean Capital Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 124% in Q1 2024, buying an estimated $12.3M and bringing the position to 1,009,848 shares worth $22.2M. The position accounts for 0.53% of the portfolio, ranked #52.

InterOcean Capital Group first reported a position in IBTI in Q4 2023 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBTI as of Q1 2024.

  • InterOcean Capital Group held 1,009,848 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $22.2M as of Q1 2024.
  • InterOcean Capital Group bought 558,368 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2024, an estimated $12.3M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.53% of InterOcean Capital Group's portfolio in Q1 2024, its #52 holding.
  • InterOcean Capital Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2024.

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