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Mutual Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Mutual Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,371
Closed -$578K – 1134
2024
Q2 		$578K Sell
25,371
-6,772
-21% -$151K 0.02% 651
2024
Q1 		$729K Sell
32,143
-2,596
-7% -$59K 0.02% 581
2023
Q4 		$803K Buy
+34,739
New +$770K 0.03% 517

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Mutual Advisors's IBTM Position: Q3 2024 in Review

Mutual Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2024, closing a stake of 25,371 shares — an estimated $578K sold.

Mutual Advisors first reported a position in IBTM in Q4 2023 and held it in 3 quarters. The position peaked at $803K in Q4 2023. 65 funds tracked by Wall St. Rank hold IBTM as of Q3 2024.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 25,371 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2024, an estimated $578K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Mutual Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $803K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.