Key Bridge Compliance’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Key Bridge Compliance’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
2023 Q3	$825K	Buy	+34,621	New	+$824K	0.26%	65

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Key Bridge Compliance's IBTE Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2023: 34,621 shares worth $825K. The stake represents 0.26% of the portfolio and ranks #65 among its holdings.

236 funds tracked by Wall St. Rank hold IBTE as of Q3 2023.

Key Bridge Compliance held 34,621 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $825K as of Q3 2023.
iShares iBonds Dec 2024 Term Treasury ETF was a new Key Bridge Compliance position in Q3 2023.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.26% of Key Bridge Compliance's portfolio in Q3 2023, its #65 holding.
236 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.