KIA
IBTE

Knollwood Investment Advisory’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Knollwood Investment Advisory’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 		– Sell
-41,700
Closed -$992K – 130
2023
Q2 		$992K Hold
41,700
– – 0.33% 77
2023
Q1 		$1M Hold
41,700
– – 0.19% 80
2022
Q4 		$995K Buy
+41,700
New +$995K 0.39% 66

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $33.6B AUM 31.03% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Knollwood Investment Advisory's IBTE Position: Q3 2023 in Review

Knollwood Investment Advisory sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2023, closing a stake of 41,700 shares — an estimated $992K sold.

Knollwood Investment Advisory first reported a position in IBTE in Q4 2022 and held it in 3 quarters. The position peaked at $1M in Q1 2023. 237 funds tracked by Wall St. Rank hold IBTE as of Q3 2023.

  • Knollwood Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 41,700 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2023, an estimated $992K.
  • Knollwood Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Knollwood Investment Advisory's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1M in Q1 2023.
  • 237 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2023.

Based on Knollwood Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.