PIMG
IBTE

Patriot Investment Management Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Patriot Investment Management Group’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
Q1 		– Sell
-6,175
Closed -$148K – 402
2022
Q4 		$148K Buy
+6,175
New +$147K 0.01% 257

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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 $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Investment Management Group's IBTE Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2023, closing a stake of 6,175 shares — an estimated $148K sold.

Patriot Investment Management Group first reported a position in IBTE in Q4 2022 and held it in 1 quarter. The position peaked at $148K in Q4 2022. 203 funds tracked by Wall St. Rank hold IBTE as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 6,175 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2023, an estimated $148K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $148K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.