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Northwest Investment Counselors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Northwest Investment Counselors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$31.5K Buy
+1,391
New +$31.2K 0.01% 290

Other funds holding IBTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwest Investment Counselors's IBTH Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2024: 1,391 shares worth $31.5K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

192 funds tracked by Wall St. Rank hold IBTH as of Q3 2024.

  • Northwest Investment Counselors held 1,391 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $31.5K as of Q3 2024.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Northwest Investment Counselors position in Q3 2024.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #290 holding.
  • 192 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.