IMA
IBTE

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

Investment Management Associates’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
Q2 		– Sell
-83,601
Closed -$2M – 36
2024
Q1 		$2M Sell
83,601
-9
-0% -$215 0.69% 21
2023
Q4 		$1.99M Buy
+83,610
New +$1.99M 0.77% 22

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Investment Management Associates's IBTE Position: Q2 2024 in Review

Investment Management Associates sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2024, closing a stake of 83,601 shares — an estimated $2M sold.

Investment Management Associates first reported a position in IBTE in Q4 2023 and held it in 2 quarters. The position peaked at $2M in Q1 2024. 290 funds tracked by Wall St. Rank hold IBTE as of Q2 2024.

  • Investment Management Associates reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Investment Management Associates sold 83,601 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2024, an estimated $2M.
  • Investment Management Associates first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Investment Management Associates's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2M in Q1 2024.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2024.

Based on Investment Management Associates's 13F filing for Q2 2024, filed 1 Aug 2024.