OMC
IBTI icon

Old Mission Capital’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Old Mission Capital’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,069
Closed -$224K – 1464
2023
Q4 		$224K Buy
+10,069
New +$218K ﹤0.01% 1039

Other funds holding IBTI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Old Mission Capital's IBTI Position: Q1 2024 in Review

Old Mission Capital sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2024, closing a stake of 10,069 shares — an estimated $224K sold.

Old Mission Capital first reported a position in IBTI in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 115 funds tracked by Wall St. Rank hold IBTI as of Q1 2024.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Old Mission Capital sold 10,069 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2024, an estimated $224K.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Old Mission Capital's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $224K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.